WBH Advisory’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 | $502K | Sell |
8,058
-7
| -0.1% | -$437 | 0.04% | 224 |
|
|
2025
Q1 | $476K | Sell |
8,065
-31,360
| -80% | -$1.85M | 0.04% | 220 |
|
|
2024
Q4 | $1.95M | Sell |
39,425
-103
| -0.3% | -$5.1K | 0.18% | 97 |
|
|
2024
Q3 | $1.96M | Sell |
39,528
-6
| -0% | -$298 | 0.19% | 96 |
|
|
2024
Q2 | $1.74M | Sell |
39,534
-2,360
| -6% | -$104K | 0.18% | 101 |
|
|
2024
Q1 | $1.76M | Sell |
41,894
-4,814
| -10% | -$202K | 0.18% | 98 |
|
|
2023
Q4 | $1.82M | Sell |
46,708
-3,446
| -7% | -$134K | 0.2% | 93 |
|
|
2023
Q3 | $1.75M | Buy |
50,154
+573
| +1% | +$20K | 0.22% | 95 |
|
|
2023
Q2 | $1.8M | Sell |
49,581
-532
| -1% | -$19.4K | 0.21% | 98 |
|
|
2023
Q1 | $1.87M | Buy |
+50,113
| New | +$1.87M | 0.23% | 92 |
|
|
2022
Q3 | $1.68M | Sell |
53,310
-722
| -1% | -$22.8K | 0.24% | 93 |
|
|
2022
Q2 | $1.78M | Sell |
54,032
-932
| -2% | -$30.7K | 0.24% | 95 |
|
|
2022
Q1 | $1.98M | Sell |
54,964
-7,720
| -12% | -$278K | 0.24% | 88 |
|
|
2021
Q4 | $2.18M | Sell |
62,684
-4,888
| -7% | -$170K | 0.25% | 85 |
|
|
2021
Q3 | $2.26M | Sell |
67,572
-4,312
| -6% | -$144K | 0.3% | 74 |
|
|
2021
Q2 | $2.46M | Buy |
71,884
+1,375
| +2% | +$47.1K | 0.36% | 63 |
|
|
2021
Q1 | $2.29M | Buy |
+70,509
| New | +$2.29M | 0.37% | 63 |
|