TWM
TriaGen Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
82,558
+1,076
| +1% | +$67.1K | 1.56% | 10 |
|
|
2025
Q1 | $4.8M | Sell |
81,482
-6,183
| -7% | -$365K | 1.69% | 10 |
|
|
2024
Q4 | $4.34M | Buy |
87,665
+742
| +0.9% | +$36.7K | 1.46% | 10 |
|
|
2024
Q3 | $4.32M | Buy |
86,923
+4,543
| +6% | +$226K | 1.45% | 10 |
|
|
2024
Q2 | $3.62M | Buy |
82,380
+6,175
| +8% | +$271K | 1.4% | 13 |
|
|
2024
Q1 | $3.2M | Buy |
76,205
+22,975
| +43% | +$965K | 1.33% | 16 |
|
|
2023
Q4 | $2.08M | Buy |
53,230
+245
| +0.5% | +$9.56K | 0.99% | 31 |
|
|
2023
Q3 | $1.85M | Buy |
52,985
+3,138
| +6% | +$110K | 0.95% | 34 |
|
|
2023
Q2 | $1.81M | Buy |
49,847
+1,986
| +4% | +$72.3K | 0.83% | 42 |
|
|
2023
Q1 | $1.79M | Sell |
47,861
-472
| -1% | -$17.6K | 0.9% | 33 |
|
|
2022
Q4 | $1.67M | Buy |
48,333
+1,550
| +3% | +$53.6K | 0.93% | 30 |
|
|
2022
Q3 | $1.48M | Buy |
46,783
+3,693
| +9% | +$116K | 0.81% | 38 |
|
|
2022
Q2 | $1.48M | Buy |
43,090
+1,180
| +3% | +$40.5K | 1.05% | 28 |
|
|
2022
Q1 | $1.54M | Buy |
+41,910
| New | +$1.54M | 0.8% | 47 |
|