WCG Wealth 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
2025
Q2
$3.98M Sell
2025
Q1
$3.82M Buy
2024
Q4
$1.34M Sell
2024
Q3
$1.39M Buy
2024
Q2
$1.22M Sell
2024
Q1
$1.38M Buy
2023
Q4
$1.06M Sell
2023
Q3
$998K Buy
2023
Q2
$616K Buy
2023
Q1
$581K Sell
2022
Q4
$579K Buy
2022
Q3
$512K Buy
2022
Q2
$547K Buy