Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $310K | Buy |
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