Wealthspire Advisors (New York)’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
Q2 | $4.54M | Sell |
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|
2025
Q1 | $4.98M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $946K | Buy |
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|
2022
Q4 | $873K | Hold |
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|
2022
Q3 | $796K | Buy |
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|
2022
Q2 | $738K | Buy |
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $620K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $653K | Sell |
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|
2021
Q1 | $847K | Buy |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $356K | Buy |
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