Wealth Management Associates’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 | $1.11M | Sell |
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|
2025
Q1 | $1.08M | Hold |
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|
2024
Q4 | $909K | Hold |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $788K | Hold |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $617K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $543K | Hold |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $593K | Hold |
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|
2021
Q3 | $569K | Buy |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $287K | Buy |
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