TPWM
Twelve Points 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 | $1.2M | Sell |
19,182
-89,513
| -82% | -$5.58M | 0.32% | 79 |
|
|
2025
Q1 | $6.41M | Sell |
108,695
-6,630
| -6% | -$391K | 1.74% | 9 |
|
|
2024
Q4 | $5.71M | Buy |
115,325
+1,821
| +2% | +$90.2K | 1.64% | 11 |
|
|
2024
Q3 | $5.64M | Buy |
113,504
+6,920
| +6% | +$344K | 1.77% | 9 |
|
|
2024
Q2 | $4.68M | Buy |
106,584
+8,702
| +9% | +$382K | 1.65% | 9 |
|
|
2024
Q1 | $4.11M | Buy |
97,882
+4,509
| +5% | +$189K | 1.51% | 9 |
|
|
2023
Q4 | $3.64M | Buy |
93,373
+656
| +0.7% | +$25.6K | 1.73% | 9 |
|
|
2023
Q3 | $3.24M | Buy |
92,717
+7,731
| +9% | +$271K | 1.62% | 12 |
|
|
2023
Q2 | $3.09M | Buy |
84,986
+10,616
| +14% | +$386K | 1.65% | 13 |
|
|
2023
Q1 | $2.78M | Buy |
74,370
+8,081
| +12% | +$302K | 1.59% | 13 |
|
|
2022
Q4 | $2.29M | Sell |
66,289
-19,951
| -23% | -$690K | 1.56% | 13 |
|
|
2022
Q3 | $2.72M | Buy |
86,240
+2,331
| +3% | +$73.5K | 2.11% | 9 |
|
|
2022
Q2 | $2.88M | Buy |
+83,909
| New | +$2.88M | 2.22% | 7 |
|
|
2022
Q1 | – | Sell |
-40,897
| Closed | -$1.42M | – | 180 |
|
|
2021
Q4 | $1.42M | Buy |
+40,897
| New | +$1.42M | 1.15% | 16 |
|