Wealthgate Family Office’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.15M | Buy |
23,097
+10,785
| +88% | +$536K | 3.2% | 8 |
|
|
2024
Q2 | $541K | Hold |
12,312
| – | – | 1.33% | 12 |
|
|
2024
Q1 | $517K | Hold |
12,312
| – | – | 1.34% | 12 |
|
|
2023
Q4 | $481K | Hold |
12,312
| – | – | 1.33% | 12 |
|
|
2023
Q3 | $431K | Hold |
12,312
| – | – | 1.34% | 12 |
|
|
2023
Q2 | $448K | Hold |
12,312
| – | – | 1.31% | 12 |
|
|
2023
Q1 | $460K | Hold |
12,312
| – | – | 1.32% | 13 |
|
|
2022
Q4 | $426K | Hold |
12,312
| – | – | 1.16% | 13 |
|
|
2022
Q3 | $388K | Hold |
12,312
| – | – | 1.03% | 12 |
|
|
2022
Q2 | $422K | Hold |
12,312
| – | – | 1.04% | 12 |
|
|
2022
Q1 | $453K | Hold |
12,312
| – | – | 0.91% | 13 |
|
|
2021
Q4 | $429K | Hold |
12,312
| – | – | 0.67% | 18 |
|
|
2021
Q3 | $411K | Buy |
+12,312
| New | +$411K | 0.63% | 23 |
|