WCFA
Walkner Condon Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
38,931
-3,955
| -9% | -$247K | 0.45% | 55 |
|
|
2025
Q1 | $2.53M | Buy |
42,886
+679
| +2% | +$40K | 0.51% | 52 |
|
|
2024
Q4 | $2.09M | Sell |
42,207
-734
| -2% | -$36.3K | 0.42% | 58 |
|
|
2024
Q3 | $2.13M | Sell |
42,941
-125
| -0.3% | -$6.21K | 0.44% | 56 |
|
|
2024
Q2 | $1.89M | Sell |
43,066
-417
| -1% | -$18.3K | 0.41% | 59 |
|
|
2024
Q1 | $1.83M | Sell |
43,483
-21
| -0% | -$882 | 0.39% | 65 |
|
|
2023
Q4 | $1.7M | Buy |
43,504
+1,160
| +3% | +$45.3K | 0.39% | 66 |
|
|
2023
Q3 | $1.48M | Buy |
42,344
+43
| +0.1% | +$1.51K | 0.39% | 66 |
|
|
2023
Q2 | $1.54M | Sell |
42,301
-650
| -2% | -$23.7K | 0.41% | 60 |
|
|
2023
Q1 | $1.61M | Sell |
42,951
-92
| -0.2% | -$3.44K | 0.45% | 55 |
|
|
2022
Q4 | $1.49M | Sell |
43,043
-3,144
| -7% | -$109K | 0.45% | 55 |
|
|
2022
Q3 | $1.46M | Buy |
46,187
+4,294
| +10% | +$135K | 0.47% | 49 |
|
|
2022
Q2 | $1.44M | Buy |
41,893
+2,023
| +5% | +$69.4K | 0.45% | 56 |
|
|
2022
Q1 | $1.47M | Sell |
39,870
-15,880
| -28% | -$585K | 0.42% | 57 |
|
|
2021
Q4 | $1.94M | Buy |
+55,750
| New | +$1.94M | 1.26% | 23 |
|
|
2021
Q2 | – | Sell |
-98,638
| Closed | -$1.6M | – | 172 |
|
|
2021
Q1 | $1.6M | Buy |
98,638
+4,979
| +5% | +$81K | 0.62% | 41 |
|
|
2020
Q4 | $1.7M | Buy |
93,659
+22,830
| +32% | +$414K | 0.73% | 32 |
|
|
2020
Q3 | $1.27M | Buy |
+70,829
| New | +$1.27M | 0.68% | 38 |
|