Schrum Private Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $224K | Buy |
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