Wealthspan 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 | $8.7M | Sell |
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|
2025
Q2 | $7.47M | Sell |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $5.83M | Buy |
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|
2024
Q3 | $5.73M | Buy |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.18M | Buy |
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