WealthPLAN 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
Q3 | $253K | Sell |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $141K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $43.6K | Buy |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | $100K | Buy |
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|
2015
Q4 | $12.5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Buy |
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