Strategic Wealth Partners’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 | $1.95M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $774K | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $73K | Buy |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $4K | Buy |
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