WealthBridge Capital Management’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 | $1.53M | Hold |
24,467
| – | – | 0.39% | 55 |
|
|
2025
Q1 | $1.44M | Buy |
24,467
+185
| +0.8% | +$10.9K | 0.41% | 55 |
|
|
2024
Q4 | $1.2M | Buy |
24,282
+177
| +0.7% | +$8.76K | 0.33% | 61 |
|
|
2024
Q3 | $1.2M | Sell |
24,105
-180
| -0.7% | -$8.95K | 0.34% | 59 |
|
|
2024
Q2 | $1.07M | Buy |
24,285
+287
| +1% | +$12.6K | 0.35% | 56 |
|
|
2024
Q1 | $1.01M | Buy |
23,998
+450
| +2% | +$18.9K | 0.34% | 60 |
|
|
2023
Q4 | $919K | Buy |
23,548
+480
| +2% | +$18.7K | 0.34% | 58 |
|
|
2023
Q3 | $807K | Buy |
23,068
+563
| +3% | +$19.7K | 0.33% | 62 |
|
|
2023
Q2 | $819K | Sell |
22,505
-780
| -3% | -$28.4K | 0.33% | 63 |
|
|
2023
Q1 | $870K | Hold |
23,285
| – | – | 0.35% | 62 |
|
|
2022
Q4 | $805K | Buy |
23,285
+273
| +1% | +$9.44K | 0.34% | 66 |
|
|
2022
Q3 | $790K | Hold |
23,012
| – | – | 0.34% | 65 |
|
|
2022
Q2 | $790K | Buy |
23,012
+800
| +4% | +$27.5K | 0.34% | 65 |
|
|
2022
Q1 | $818K | Sell |
22,212
-132
| -0.6% | -$4.86K | 0.31% | 75 |
|
|
2021
Q4 | $778K | Hold |
22,344
| – | – | 0.29% | 74 |
|
|
2021
Q3 | $747K | Hold |
22,344
| – | – | 0.28% | 74 |
|
|
2021
Q2 | $753K | Sell |
22,344
-1
| -0% | -$34 | 0.27% | 82 |
|
|
2021
Q1 | $727K | Hold |
22,345
| – | – | 0.3% | 75 |
|
|
2020
Q4 | $810K | Buy |
22,345
+1,150
| +5% | +$41.7K | 0.35% | 60 |
|
|
2020
Q3 | $763K | Buy |
21,195
+882
| +4% | +$31.8K | 0.39% | 55 |
|
|
2020
Q2 | $690K | Buy |
20,313
+900
| +5% | +$30.6K | 0.39% | 54 |
|
|
2020
Q1 | $585K | Buy |
19,413
+3,800
| +24% | +$115K | 0.41% | 56 |
|
|
2019
Q4 | $453K | Buy |
15,613
+948
| +6% | +$27.5K | 0.29% | 73 |
|
|
2019
Q3 | $414K | Buy |
14,665
+500
| +4% | +$14.1K | 0.3% | 73 |
|
|
2019
Q2 | $348K | Sell |
14,165
-150
| -1% | -$3.69K | 0.32% | 71 |
|
|
2019
Q1 | $352K | Buy |
14,315
+150
| +1% | +$3.69K | 0.22% | 75 |
|
|
2018
Q4 | $348K | Buy |
+14,165
| New | +$348K | 0.26% | 71 |
|