WBH Advisory’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
Q3 | $577K | Sell |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $1.95M | Sell |
|
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|
2024
Q3 | $1.96M | Sell |
|
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.76M | Sell |
|
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.75M | Buy |
|
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|
2023
Q2 | $1.8M | Sell |
|
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|
2023
Q1 | $1.87M | Buy |
|
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|
2022
Q3 | $1.68M | Sell |
|
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.29M | Buy |
|