SWA
Strategies Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
3,486
-4,266
| -55% | -$266K | 0.02% | 171 |
|
|
2025
Q1 | $457K | Hold |
7,752
| – | – | 0.06% | 101 |
|
|
2024
Q4 | $425K | Hold |
7,752
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $385K | Hold |
7,752
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $341K | Hold |
7,752
| – | – | 0.05% | 73 |
|
|
2024
Q1 | $326K | Buy |
7,752
+827
| +12% | +$34.7K | 0.05% | 75 |
|
|
2023
Q4 | $270K | Sell |
6,925
-95
| -1% | -$3.71K | 0.05% | 74 |
|
|
2023
Q3 | $246K | Sell |
7,020
-1,581
| -18% | -$55.3K | 0.05% | 71 |
|
|
2023
Q2 | $313K | Buy |
+8,601
| New | +$313K | 0.06% | 68 |
|
|
2022
Q2 | $382K | Buy |
11,147
+2,182
| +24% | +$74.9K | 0.11% | 65 |
|
|
2022
Q1 | $330K | Hold |
8,965
| – | – | 0.09% | 69 |
|
|
2021
Q4 | $312K | Buy |
+8,965
| New | +$312K | 0.09% | 67 |
|