Wealth Enhancement Advisory Services’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 | $26M | Buy |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.64M | Sell |
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|
2024
Q1 | $9.31M | Sell |
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|
2023
Q4 | $9.04M | Sell |
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|
2023
Q3 | $9.05M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $945K | Buy |
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|
2022
Q3 | $749K | Hold |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $544K | Hold |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $273K | Buy |
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