Twelve Points 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
$1.2M Sell
2025
Q1
$6.41M Sell
2024
Q4
$5.71M Buy
2024
Q3
$5.64M Buy
2024
Q2
$4.68M Buy
2024
Q1
$4.11M Buy
2023
Q4
$3.64M Buy
2023
Q3
$3.24M Buy
2023
Q2
$3.09M Buy
2023
Q1
$2.78M Buy
2022
Q4
$2.29M Sell
2022
Q3
$2.72M Buy
2022
Q2
$2.88M Buy
2022
Q1
Sell
2021
Q4
$1.42M Buy