Walkner Condon Financial 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 | $2.43M | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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