Wealthspan 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 | $7.47M | Sell |
119,713
-458
| -0.4% | -$28.6K | 3.09% | 6 |
|
|
2025
Q1 | $7.09M | Buy |
120,171
+2,423
| +2% | +$143K | 3.27% | 6 |
|
|
2024
Q4 | $5.83M | Buy |
117,748
+2,533
| +2% | +$125K | 2.78% | 6 |
|
|
2024
Q3 | $5.73M | Buy |
115,215
+1,052
| +0.9% | +$52.3K | 2.83% | 6 |
|
|
2024
Q2 | $5.02M | Buy |
114,163
+2,681
| +2% | +$118K | 2.77% | 8 |
|
|
2024
Q1 | $4.68M | Buy |
111,482
+3,774
| +4% | +$159K | 2.76% | 8 |
|
|
2023
Q4 | $4.2M | Buy |
107,708
+1,033
| +1% | +$40.3K | 2.94% | 9 |
|
|
2023
Q3 | $3.73M | Sell |
106,675
-3,981
| -4% | -$139K | 2.95% | 10 |
|
|
2023
Q2 | $4.03M | Buy |
110,656
+2,868
| +3% | +$104K | 3.18% | 9 |
|
|
2023
Q1 | $4.03M | Buy |
107,788
+5,740
| +6% | +$215K | 3.44% | 7 |
|
|
2022
Q4 | $3.53M | Buy |
102,048
+5,913
| +6% | +$205K | 3.21% | 8 |
|
|
2022
Q3 | $3.03M | Sell |
96,135
-1,253
| -1% | -$39.5K | 3.14% | 8 |
|
|
2022
Q2 | $3.34M | Buy |
97,388
+4,661
| +5% | +$160K | 3.45% | 9 |
|
|
2022
Q1 | $3.42M | Buy |
92,727
+1,426
| +2% | +$52.5K | 3.1% | 11 |
|
|
2021
Q4 | $3.18M | Buy |
+91,301
| New | +$3.18M | 2.81% | 11 |
|