Wealth Management Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
203,565
-1,040
| -0.5% | -$65.4K | 4.53% | 4 |
|
|
2025
Q1 | $12.1M | Buy |
204,605
+2,203
| +1% | +$130K | 5.59% | 3 |
|
|
2024
Q4 | $10M | Buy |
202,402
+1,723
| +0.9% | +$85.3K | 4.32% | 5 |
|
|
2024
Q3 | $9.97M | Buy |
200,679
+1,963
| +1% | +$97.6K | 4.62% | 5 |
|
|
2024
Q2 | $8.73M | Buy |
198,716
+2,195
| +1% | +$96.4K | 4.25% | 6 |
|
|
2024
Q1 | $8.26M | Buy |
196,521
+5,111
| +3% | +$215K | 4.19% | 6 |
|
|
2023
Q4 | $7.47M | Buy |
191,410
+3,449
| +2% | +$135K | 4.17% | 6 |
|
|
2023
Q3 | $6.58M | Buy |
187,961
+4,675
| +3% | +$164K | 4.1% | 6 |
|
|
2023
Q2 | $6.67M | Buy |
183,286
+4,724
| +3% | +$172K | 4.19% | 6 |
|
|
2023
Q1 | $6.67M | Buy |
178,562
+3,562
| +2% | +$133K | 4.66% | 5 |
|
|
2022
Q4 | $6.05M | Sell |
175,000
-1,000
| -0.6% | -$34.6K | 5.04% | 4 |
|
|
2022
Q3 | $5.66M | Sell |
176,000
-2,000
| -1% | -$64.3K | 4.97% | 4 |
|
|
2022
Q2 | $6.12M | Buy |
+178,000
| New | +$6.12M | 5.35% | 4 |
|
|
2022
Q1 | – | Sell |
-182,000
| Closed | -$6.34M | – | 116 |
|
|
2021
Q4 | $6.34M | Buy |
182,000
+384
| +0.2% | +$13.4K | 4.35% | 5 |
|
|
2021
Q3 | $6.07M | Buy |
181,616
+5,818
| +3% | +$194K | 4.49% | 5 |
|
|
2021
Q2 | $5.93M | Buy |
175,798
+9,307
| +6% | +$314K | 4.13% | 6 |
|
|
2021
Q1 | $5.51M | Buy |
166,491
+11,505
| +7% | +$381K | 4.11% | 6 |
|
|
2020
Q4 | $5.47M | Buy |
+154,986
| New | +$5.47M | 4.29% | 4 |
|