Strategies Wealth 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
$217K Sell
2025
Q1
$457K Hold
2024
Q4
$425K Hold
2024
Q3
$385K Hold
2024
Q2
$341K Hold
2024
Q1
$326K Buy
2023
Q4
$270K Sell
2023
Q3
$246K Sell
2023
Q2
$313K Buy
2022
Q2
$382K Buy
2022
Q1
$330K Hold
2021
Q4
$312K Buy