Waverly 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 | $859K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $731K | Buy |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $46K | Sell |
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|
2014
Q3 | $111K | Hold |
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|
2014
Q2 | $122K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $68K | Buy |
|