SlateStone Wealth’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 | $1.57M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $585K | Hold |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.15M | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2.45M | Sell |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.45M | Buy |
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