Sound View Wealth Advisors Group’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 | $1.78M | Buy |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.41M | Hold |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $888K | Hold |
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|
2023
Q2 | $924K | Hold |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $332K | Hold |
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|
2020
Q2 | $313K | Hold |
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|
2020
Q1 | $278K | Hold |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $249K | Buy |
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