Stegent Equity Advisors’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 | $488K | Hold |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $268K | Buy |
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