Wealth Enhancement Advisory Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
413,772
+56,343
| +16% | +$3.54M | 0.04% | 356 |
|
|
2025
Q1 | $21.1M | Buy |
357,429
+54,196
| +18% | +$3.2M | 0.04% | 380 |
|
|
2024
Q4 | $15M | Buy |
303,233
+82,933
| +38% | +$4.11M | 0.03% | 448 |
|
|
2024
Q3 | $10.9M | Buy |
220,300
+972
| +0.4% | +$48.3K | 0.02% | 487 |
|
|
2024
Q2 | $9.64M | Sell |
219,328
-2,366
| -1% | -$104K | 0.02% | 494 |
|
|
2024
Q1 | $9.31M | Sell |
221,694
-9,996
| -4% | -$420K | 0.02% | 501 |
|
|
2023
Q4 | $9.04M | Sell |
231,690
-26,824
| -10% | -$1.05M | 0.03% | 458 |
|
|
2023
Q3 | $9.05M | Buy |
258,514
+223,125
| +630% | +$7.81M | 0.03% | 436 |
|
|
2023
Q2 | $1.29M | Sell |
35,389
-19,829
| -36% | -$722K | 0.01% | 243 |
|
|
2023
Q1 | $2.06M | Buy |
55,218
+29,277
| +113% | +$1.09M | 0.02% | 216 |
|
|
2022
Q4 | $945K | Buy |
25,941
+2,671
| +11% | +$97.3K | 0.01% | 229 |
|
|
2022
Q3 | $749K | Hold |
23,270
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $770K | Buy |
23,270
+6,105
| +36% | +$202K | 0.01% | 260 |
|
|
2022
Q1 | $630K | Hold |
17,165
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $588K | Buy |
17,165
+1,232
| +8% | +$42.2K | 0.01% | 247 |
|
|
2021
Q3 | $544K | Hold |
15,933
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $555K | Sell |
15,933
-15,633
| -50% | -$545K | 0.01% | 229 |
|
|
2021
Q1 | $524K | Buy |
31,566
+15,854
| +101% | +$263K | 0.01% | 228 |
|
|
2020
Q4 | $273K | Buy |
+15,712
| New | +$273K | 0.01% | 205 |
|