WWA
WCG Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
63,780
-999
| -2% | -$62.3K | 0.26% | 101 |
|
|
2025
Q1 | $3.82M | Buy |
64,779
+37,781
| +140% | +$2.23M | 0.29% | 94 |
|
|
2024
Q4 | $1.34M | Sell |
26,998
-884
| -3% | -$43.8K | 0.09% | 181 |
|
|
2024
Q3 | $1.39M | Buy |
27,882
+117
| +0.4% | +$5.82K | 0.09% | 192 |
|
|
2024
Q2 | $1.22M | Sell |
27,765
-5,178
| -16% | -$228K | 0.09% | 178 |
|
|
2024
Q1 | $1.38M | Buy |
32,943
+5,881
| +22% | +$247K | 0.12% | 156 |
|
|
2023
Q4 | $1.06M | Sell |
27,062
-1,330
| -5% | -$51.9K | 0.08% | 199 |
|
|
2023
Q3 | $998K | Buy |
28,392
+11,451
| +68% | +$403K | 0.07% | 198 |
|
|
2023
Q2 | $616K | Buy |
16,941
+1,403
| +9% | +$51K | 0.07% | 134 |
|
|
2023
Q1 | $581K | Sell |
15,538
-1,208
| -7% | -$45.2K | 0.07% | 136 |
|
|
2022
Q4 | $579K | Buy |
16,746
+497
| +3% | +$17.2K | 0.08% | 134 |
|
|
2022
Q3 | $512K | Buy |
16,249
+305
| +2% | +$9.61K | 0.07% | 179 |
|
|
2022
Q2 | $547K | Buy |
+15,944
| New | +$547K | 0.08% | 160 |
|