Visionary 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
Q2 | $372K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $994K | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $650K | Sell |
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|
2019
Q4 | $803K | Buy |
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