WealthCare Investment 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 | $7.54M | Sell |
119,913
-3,372
| -3% | -$212K | 2.71% | 6 |
|
|
2025
Q1 | $7.96M | Sell |
123,285
-7,467
| -6% | -$482K | 3.38% | 4 |
|
|
2024
Q4 | $6.56M | Buy |
130,752
+7,020
| +6% | +$352K | 2.86% | 4 |
|
|
2024
Q3 | $6.18M | Buy |
123,732
+10,430
| +9% | +$521K | 2.71% | 5 |
|
|
2024
Q2 | $4.98M | Buy |
113,302
+8,559
| +8% | +$376K | 2.31% | 10 |
|
|
2024
Q1 | $4.4M | Buy |
104,743
+28,968
| +38% | +$1.22M | 2.13% | 11 |
|
|
2023
Q4 | $2.91M | Buy |
75,775
+10,230
| +16% | +$393K | 1.59% | 16 |
|
|
2023
Q3 | $2.27M | Buy |
65,545
+17,849
| +37% | +$618K | 1.38% | 20 |
|
|
2023
Q2 | $1.73M | Buy |
47,696
+35,888
| +304% | +$1.3M | 1.04% | 30 |
|
|
2023
Q1 | $441K | Buy |
+11,808
| New | +$441K | 0.27% | 77 |
|
|
2022
Q2 | – | Sell |
-6,490
| Closed | -$244K | – | 109 |
|
|
2022
Q1 | $244K | Sell |
6,490
-1,661
| -20% | -$62.4K | 0.22% | 91 |
|
|
2021
Q4 | $284K | Buy |
+8,151
| New | +$284K | 0.27% | 81 |
|