Smith & Howard 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
Q4 | $352K | Sell |
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|
2025
Q3 | $346K | Hold |
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|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $211K | Hold |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $181K | Hold |
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|
2018
Q4 | $179K | Hold |
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|
2018
Q3 | $167K | Hold |
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|
2018
Q2 | $175K | Hold |
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|
2018
Q1 | $186K | Hold |
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|
2017
Q4 | $182K | Hold |
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|
2017
Q3 | $179K | Hold |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $175K | Hold |
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|
2016
Q4 | $162K | Hold |
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|
2016
Q3 | $185K | Buy |
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