Sheets Smith 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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $902K | Hold |
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|
2024
Q3 | $905K | Buy |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $556K | Hold |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $644K | Sell |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $707K | Sell |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q2 | $703K | Buy |
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