Waverly Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
13,781
-707
| -5% | -$44.1K | 0.01% | 654 |
|
|
2025
Q1 | $854K | Sell |
14,488
-280
| -2% | -$16.5K | 0.01% | 641 |
|
|
2024
Q4 | $731K | Buy |
14,768
+5,154
| +54% | +$255K | 0.01% | 583 |
|
|
2024
Q3 | $478K | Buy |
9,614
+24
| +0.3% | +$1.19K | 0.01% | 594 |
|
|
2024
Q2 | $421K | Buy |
9,590
+169
| +2% | +$7.42K | 0.01% | 609 |
|
|
2024
Q1 | $396K | Buy |
9,421
+1,236
| +15% | +$51.9K | 0.01% | 518 |
|
|
2023
Q4 | $319K | Sell |
8,185
-1,405
| -15% | -$54.8K | 0.01% | 351 |
|
|
2023
Q3 | $336K | Sell |
9,590
-156
| -2% | -$5.46K | 0.01% | 307 |
|
|
2023
Q2 | $355K | Buy |
+9,746
| New | +$355K | 0.02% | 275 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$46K | – | 381 |
|
|
2014
Q4 | $46K | Sell |
2,000
-2,750
| -58% | -$63.3K | 0.02% | 125 |
|
|
2014
Q3 | $111K | Hold |
4,750
| – | – | 0.06% | 129 |
|
|
2014
Q2 | $122K | Buy |
+4,750
| New | +$122K | 0.05% | 128 |
|
|
2014
Q1 | – | Sell |
-2,912
| Closed | -$68K | – | 766 |
|
|
2013
Q4 | $68K | Buy |
+2,912
| New | +$68K | 0.02% | 287 |
|