UW
Unique Wealth’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.22M | Buy |
51,579
+6,649
| +15% | +$415K | 0.52% | 46 |
|
2025
Q1 | $2.65M | Buy |
44,930
+31,594
| +237% | +$1.86M | 0.5% | 47 |
|
2024
Q4 | $660K | Buy |
13,336
+8,795
| +194% | +$435K | 0.14% | 80 |
|
2024
Q3 | $226K | Buy |
+4,541
| New | +$226K | 0.05% | 109 |
|