U.S. Capital Wealth Advisors’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
Q3 | $7.57M | Buy |
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|
2025
Q2 | $5.49M | Buy |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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