WMA
Wealth Management Associates’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
17,858
-510
| -3% | -$31.8K | 0.43% | 52 |
|
|
2025
Q1 | $1.08M | Hold |
18,368
| – | – | 0.46% | 50 |
|
|
2024
Q4 | $909K | Hold |
18,368
| – | – | 0.39% | 57 |
|
|
2024
Q3 | $913K | Buy |
18,368
+440
| +2% | +$21.9K | 0.4% | 56 |
|
|
2024
Q2 | $788K | Hold |
17,928
| – | – | 0.37% | 59 |
|
|
2024
Q1 | $788K | Buy |
17,928
+483
| +3% | +$21.2K | 0.37% | 59 |
|
|
2023
Q4 | $681K | Sell |
17,445
-185
| -1% | -$7.22K | 0.36% | 64 |
|
|
2023
Q3 | $617K | Buy |
17,630
+845
| +5% | +$29.6K | 0.36% | 66 |
|
|
2023
Q2 | $611K | Sell |
16,785
-437
| -3% | -$15.9K | 0.35% | 65 |
|
|
2023
Q1 | $644K | Hold |
17,222
| – | – | 0.4% | 63 |
|
|
2022
Q4 | $596K | Hold |
17,222
| – | – | 0.4% | 63 |
|
|
2022
Q3 | $543K | Hold |
17,222
| – | – | 0.38% | 64 |
|
|
2022
Q2 | $591K | Buy |
17,222
+150
| +0.9% | +$5.15K | 0.4% | 58 |
|
|
2022
Q1 | $629K | Buy |
17,072
+50
| +0.3% | +$1.84K | 0.36% | 68 |
|
|
2021
Q4 | $593K | Hold |
17,022
| – | – | 0.32% | 84 |
|
|
2021
Q3 | $569K | Buy |
17,022
+305
| +2% | +$10.2K | 0.33% | 75 |
|
|
2021
Q2 | $564K | Sell |
16,717
-16,323
| -49% | -$550K | 0.32% | 75 |
|
|
2021
Q1 | $537K | Buy |
33,040
+1,541
| +5% | +$25.1K | 0.34% | 70 |
|
|
2020
Q4 | $571K | Buy |
31,499
+10,955
| +53% | +$199K | 0.38% | 66 |
|
|
2020
Q3 | $370K | Buy |
20,544
+3,654
| +22% | +$65.7K | 0.29% | 84 |
|
|
2020
Q2 | $287K | Buy |
+16,890
| New | +$287K | 0.24% | 102 |
|