TPWA
TRUE Private 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 | $2.32M | Sell |
37,259
-1,456
| -4% | -$90.8K | 0.26% | 64 |
|
|
2025
Q1 | $2.28M | Buy |
38,715
+337
| +0.9% | +$19.9K | 0.28% | 60 |
|
|
2024
Q4 | $1.9M | Buy |
38,378
+1,735
| +5% | +$85.9K | 0.23% | 69 |
|
|
2024
Q3 | $1.82M | Sell |
36,643
-1,395
| -4% | -$69.3K | 0.22% | 68 |
|
|
2024
Q2 | $1.67M | Sell |
38,038
-30
| -0.1% | -$1.32K | 0.19% | 76 |
|
|
2024
Q1 | $1.6M | Sell |
38,068
-2,000
| -5% | -$84K | 0.18% | 71 |
|
|
2023
Q4 | $1.56M | Buy |
40,068
+641
| +2% | +$25K | 0.2% | 71 |
|
|
2023
Q3 | $1.38M | Sell |
39,427
-302
| -0.8% | -$10.6K | 0.19% | 75 |
|
|
2023
Q2 | $1.45M | Buy |
39,729
+5,159
| +15% | +$188K | 0.21% | 68 |
|
|
2023
Q1 | $1.29M | Sell |
34,570
-4,471
| -11% | -$167K | 0.19% | 67 |
|
|
2022
Q4 | $1.35M | Sell |
39,041
-17,270
| -31% | -$597K | 0.21% | 59 |
|
|
2022
Q3 | $1.78M | Sell |
56,311
-1,111,158
| -95% | -$35M | 0.27% | 53 |
|
|
2022
Q2 | $40.1M | Buy |
1,167,469
+38,323
| +3% | +$1.31M | 5.83% | 5 |
|
|
2022
Q1 | $40.4M | Buy |
1,129,146
+668,470
| +145% | +$23.9M | 5.69% | 5 |
|
|
2021
Q4 | $16M | Sell |
460,676
-58,309
| -11% | -$2.03M | 2.28% | 14 |
|
|
2021
Q3 | $17.3M | Buy |
518,985
+32,074
| +7% | +$1.07M | 2.52% | 13 |
|
|
2021
Q2 | $16.4M | Sell |
486,911
-232,585
| -32% | -$7.84M | 2.44% | 12 |
|
|
2021
Q1 | $11.7M | Sell |
719,496
-2,113,194
| -75% | -$34.4M | 1.89% | 13 |
|
|
2020
Q4 | $51.4M | Sell |
2,832,690
-90,806
| -3% | -$1.65M | 8.61% | 2 |
|
|
2020
Q3 | $52.6M | Buy |
2,923,496
+1,595,455
| +120% | +$28.7M | 8.98% | 2 |
|
|
2020
Q2 | $22.6M | Buy |
1,328,041
+7,365
| +0.6% | +$125K | 4.13% | 4 |
|
|
2020
Q1 | $19.9M | Buy |
1,320,676
+1,133,731
| +606% | +$17.1M | 4.24% | 4 |
|
|
2019
Q4 | $2.71M | Buy |
186,945
+16,015
| +9% | +$232K | 0.42% | 36 |
|
|
2019
Q3 | $2.41M | Buy |
170,930
+5,670
| +3% | +$79.9K | 0.42% | 35 |
|
|
2019
Q2 | $2.23M | Sell |
165,260
-71,468
| -30% | -$965K | 0.38% | 36 |
|
|
2019
Q1 | $2.93M | Buy |
236,728
+1,348
| +0.6% | +$16.7K | 0.56% | 26 |
|
|
2018
Q4 | $2.89M | Buy |
+235,380
| New | +$2.89M | 0.51% | 35 |
|