Wealthcare Advisory Partners’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 | $1.86M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $787K | Buy |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.06M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $9.53M | Buy |
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|
2020
Q3 | $5.65M | Buy |
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|
2020
Q2 | $3.54M | Buy |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $285K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $167K | Sell |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q4 | $243K | Buy |
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|
2017
Q3 | $183K | Buy |
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