Wealthcare Advisory Partners’s iShares Gold Trust IAU Stock Holding History

Wealthcare Advisory Partners’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Buy	29,836 +5,053	+20%	+$315K	0.04%	344
2025 Q1	$1.46M	Buy	24,783 +3,233	+15%	+$191K	0.04%	362
2024 Q4	$1.07M	Buy	21,550 +357	+2%	+$17.7K	0.03%	405
2024 Q3	$1.05M	Buy	21,193 +1,632	+8%	+$81.1K	0.03%	410
2024 Q2	$859K	Buy	19,561 +1,367	+8%	+$60.1K	0.03%	424
2024 Q1	$764K	Sell	18,194 -1,958	-10%	-$82.3K	0.03%	449
2023 Q4	$787K	Buy	20,152 +2,026	+11%	+$79.1K	0.03%	378
2023 Q3	$634K	Sell	18,126 -1,660	-8%	-$58.1K	0.03%	374
2023 Q2	$720K	Buy	19,786 +1,019	+5%	+$37.1K	0.03%	365
2023 Q1	$701K	Sell	18,767 -1,781	-9%	-$66.6K	0.03%	370
2022 Q4	$711K	Sell	20,548 -2,430	-11%	-$84.1K	0.03%	340
2022 Q3	$724K	Sell	22,978 -62,800	-73%	-$1.98M	0.04%	282
2022 Q2	$2.94M	Buy	+85,778	New	+$2.94M	0.18%	88
2022 Q1	–	Sell	-116,696	Closed	-$4.06M	–	565
2021 Q4	$4.06M	Sell	116,696 -25,452	-18%	-$886K	0.24%	60
2021 Q3	$4.75M	Sell	142,148 -305,543	-68%	-$10.2M	0.31%	51
2021 Q2	$15.1M	Buy	447,691 +65,298	+17%	+$2.2M	1.01%	23
2021 Q1	$12.4M	Buy	382,393 +119,511	+45%	+$3.89M	0.9%	21
2020 Q4	$9.53M	Buy	262,882 +105,812	+67%	+$3.84M	0.85%	23
2020 Q3	$5.65M	Buy	157,070 +53,040	+51%	+$1.91M	0.62%	28
2020 Q2	$3.54M	Buy	104,030 +20,724	+25%	+$704K	0.44%	32
2020 Q1	$2.51M	Buy	83,306 +73,239	+728%	+$2.21M	0.37%	35
2019 Q4	$292K	Sell	10,067 -26	-0.3%	-$754	0.04%	243
2019 Q3	$285K	Buy	10,093 +970	+11%	+$27.4K	0.04%	221
2019 Q2	$246K	Buy	9,123 +2,378	+35%	+$64.1K	0.04%	240
2019 Q1	$167K	Sell	6,745 -8,130	-55%	-$201K	0.03%	264
2018 Q4	$366K	Buy	14,875 +4,125	+38%	+$101K	0.07%	139
2018 Q3	$246K	Sell	10,750 -1,610	-13%	-$36.8K	0.05%	195
2018 Q2	$297K	Buy	12,360 +1,410	+13%	+$33.9K	0.06%	172
2018 Q1	$279K	Buy	10,950 +1,230	+13%	+$31.3K	0.06%	164
2017 Q4	$243K	Buy	9,720 +2,290	+31%	+$57.3K	0.06%	154
2017 Q3	$183K	Buy	+7,430	New	+$183K	0.05%	157