WQ
Wealth Quarterback’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
70,746
+22,520
| +47% | +$1.4M | 2.09% | 10 |
|
|
2025
Q1 | $2.84M | Buy |
48,226
+15,119
| +46% | +$891K | 1.6% | 8 |
|
|
2024
Q4 | $1.64M | Buy |
33,107
+12,512
| +61% | +$619K | 0.77% | 25 |
|
|
2024
Q3 | $1.02M | Sell |
20,595
-383
| -2% | -$19K | 0.53% | 42 |
|
|
2024
Q2 | $922K | Buy |
20,978
+1,410
| +7% | +$61.9K | 0.52% | 38 |
|
|
2024
Q1 | $822K | Buy |
19,568
+742
| +4% | +$31.2K | 0.46% | 49 |
|
|
2023
Q4 | $735K | Sell |
18,826
-3,977
| -17% | -$155K | 0.45% | 51 |
|
|
2023
Q3 | $798K | Sell |
22,803
-2,888
| -11% | -$101K | 0.69% | 31 |
|
|
2023
Q2 | $935K | Sell |
25,691
-15,677
| -38% | -$570K | 0.65% | 31 |
|
|
2023
Q1 | $1.55M | Sell |
41,368
-118,705
| -74% | -$4.44M | 1.31% | 14 |
|
|
2022
Q4 | $5.54M | Buy |
160,073
+3,298
| +2% | +$114K | 4.59% | 3 |
|
|
2022
Q3 | $4.94M | Sell |
156,775
-2,998
| -2% | -$94.5K | 5.26% | 3 |
|
|
2022
Q2 | $5.48M | Buy |
+159,773
| New | +$5.48M | 4.27% | 6 |
|
|
2021
Q3 | $1.32M | Sell |
39,345
-1,805
| -4% | -$60.3K | 0.87% | 18 |
|
|
2021
Q2 | $1.39M | Buy |
+41,150
| New | +$1.39M | 0.84% | 22 |
|
|
2020
Q4 | $5.99M | Buy |
330,327
+68,843
| +26% | +$1.25M | 4.98% | 5 |
|
|
2020
Q3 | $4.44M | Hold |
261,484
| – | – | 4.08% | 4 |
|
|
2020
Q2 | $4.44M | Buy |
261,484
+181,233
| +226% | +$3.08M | 4.08% | 4 |
|
|
2020
Q1 | $1.34M | Buy |
80,251
+15,820
| +25% | +$264K | 1.23% | 22 |
|
|
2019
Q4 | $192K | Buy |
+64,431
| New | +$192K | 0.17% | 111 |
|