Waypoint Wealth Counsel’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 | $5.01M | Buy |
80,331
+1,734
| +2% | +$108K | 2.48% | 9 |
|
|
2025
Q1 | $4.63M | Hold |
78,597
| – | – | 2.91% | 9 |
|
|
2024
Q4 | $3.89M | Sell |
78,597
-277
| -0.4% | -$13.7K | 2.54% | 10 |
|
|
2024
Q3 | $3.92M | Sell |
78,874
-225
| -0.3% | -$11.2K | 2.64% | 10 |
|
|
2024
Q2 | $3.47M | Buy |
79,099
+339
| +0.4% | +$14.9K | 2.66% | 10 |
|
|
2024
Q1 | $3.31M | Buy |
78,760
+489
| +0.6% | +$20.5K | 2.55% | 10 |
|
|
2023
Q4 | $3.05M | Sell |
78,271
-1,250
| -2% | -$48.8K | 2.6% | 10 |
|
|
2023
Q3 | $2.78M | Hold |
79,521
| – | – | 2.62% | 12 |
|
|
2023
Q2 | $2.89M | Hold |
79,521
| – | – | 2.59% | 13 |
|
|
2023
Q1 | $2.97M | Buy |
79,521
+1,800
| +2% | +$67.3K | 2.3% | 13 |
|
|
2022
Q4 | $2.69M | Buy |
+77,721
| New | +$2.69M | 2.17% | 14 |
|