Teamwork Financial 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
Q3
$397K Buy
2025
Q2
$308K Hold
2025
Q1
$291K Buy
2024
Q4
$205K Buy
2024
Q3
$206K Sell
2024
Q2
$224K Buy
2024
Q1
Sell
2023
Q4
$412K Sell
2023
Q3
$2.11M Buy
2023
Q2
$1.94M Buy
2021
Q2
Sell
2021
Q1
$391K Sell
2020
Q4
$436K Sell
2020
Q3
$514K Buy
2020
Q2
$312K Buy