TriaGen Wealth Management’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 | $5.15M | Buy |
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|
2025
Q1 | $4.8M | Sell |
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|
2024
Q4 | $4.34M | Buy |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.54M | Buy |
|