VWM
VCI 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 | $26.6M | Buy |
426,436
+11,343
| +3% | +$707K | 9.31% | 1 |
|
|
2025
Q1 | $24.5M | Buy |
415,093
+8,099
| +2% | +$478K | 10.27% | 1 |
|
|
2024
Q4 | $20.2M | Buy |
406,994
+43,046
| +12% | +$2.13M | 8.55% | 1 |
|
|
2024
Q3 | $18.1M | Buy |
363,948
+251,180
| +223% | +$12.5M | 8.05% | 1 |
|
|
2024
Q2 | $4.95M | Buy |
112,768
+31,755
| +39% | +$1.39M | 2.45% | 12 |
|
|
2024
Q1 | $3.4M | Sell |
81,013
-13,910
| -15% | -$584K | 2.3% | 9 |
|
|
2023
Q4 | $3.7M | Buy |
+94,923
| New | +$3.7M | 2.25% | 9 |
|