VWA
Visionary Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
5,958
+341
| +6% | +$21.3K | 0.02% | 419 |
|
|
2025
Q1 | $331K | Buy |
5,617
+113
| +2% | +$6.66K | 0.02% | 413 |
|
|
2024
Q4 | $273K | Buy |
5,504
+5
| +0.1% | +$248 | 0.02% | 459 |
|
|
2024
Q3 | $273K | Buy |
+5,499
| New | +$273K | 0.02% | 453 |
|
|
2023
Q1 | – | Sell |
-15,434
| Closed | -$534K | – | 464 |
|
|
2022
Q4 | $534K | Sell |
15,434
-16,082
| -51% | -$556K | 0.05% | 231 |
|
|
2022
Q3 | $994K | Sell |
31,516
-11,768
| -27% | -$371K | 0.1% | 168 |
|
|
2022
Q2 | $1.49M | Sell |
43,284
-7,293
| -14% | -$250K | 0.13% | 140 |
|
|
2022
Q1 | $1.86M | Sell |
50,577
-11,163
| -18% | -$411K | 0.15% | 131 |
|
|
2021
Q4 | $2.15M | Sell |
61,740
-5,446
| -8% | -$190K | 0.18% | 117 |
|
|
2021
Q3 | $2.25M | Sell |
67,186
-15,269
| -19% | -$510K | 0.23% | 97 |
|
|
2021
Q2 | $2.78M | Sell |
82,455
-72,418
| -47% | -$2.44M | 0.28% | 87 |
|
|
2021
Q1 | $2.52M | Buy |
154,873
+56,935
| +58% | +$926K | 0.26% | 95 |
|
|
2020
Q4 | $1.78M | Sell |
97,938
-24,359
| -20% | -$442K | 0.2% | 103 |
|
|
2020
Q3 | $2.2M | Buy |
122,297
+17,207
| +16% | +$310K | 0.31% | 80 |
|
|
2020
Q2 | $1.79M | Buy |
105,090
+61,990
| +144% | +$1.05M | 0.27% | 93 |
|
|
2020
Q1 | $650K | Sell |
43,100
-12,297
| -22% | -$185K | 0.12% | 110 |
|
|
2019
Q4 | $803K | Buy |
+55,397
| New | +$803K | 0.14% | 109 |
|