Wealthspire Advisors (New York)’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 | $4.54M | Sell |
72,856
-11,674
| -14% | -$728K | 0.03% | 167 |
|
|
2025
Q1 | $4.98M | Buy |
84,530
+51,839
| +159% | +$3.06M | 0.03% | 161 |
|
|
2024
Q4 | $1.62M | Buy |
32,691
+2,622
| +9% | +$130K | 0.02% | 280 |
|
|
2024
Q3 | $1.49M | Buy |
30,069
+3,804
| +14% | +$189K | 0.02% | 298 |
|
|
2024
Q2 | $1.15M | Buy |
26,265
+1,584
| +6% | +$69.6K | 0.01% | 296 |
|
|
2024
Q1 | $1.04M | Sell |
24,681
-41
| -0.2% | -$1.72K | 0.01% | 308 |
|
|
2023
Q4 | $965K | Sell |
24,722
-226
| -0.9% | -$8.82K | 0.01% | 317 |
|
|
2023
Q3 | $873K | Sell |
24,948
-2,791
| -10% | -$97.7K | 0.01% | 297 |
|
|
2023
Q2 | $1.01M | Buy |
27,739
+2,412
| +10% | +$87.8K | 0.02% | 250 |
|
|
2023
Q1 | $946K | Buy |
25,327
+83
| +0.3% | +$3.1K | 0.02% | 252 |
|
|
2022
Q4 | $873K | Hold |
25,244
| – | – | 0.02% | 285 |
|
|
2022
Q3 | $796K | Buy |
25,244
+3,734
| +17% | +$118K | 0.02% | 259 |
|
|
2022
Q2 | $738K | Buy |
21,510
+4,866
| +29% | +$167K | 0.02% | 254 |
|
|
2022
Q1 | $613K | Sell |
16,644
-1,154
| -6% | -$42.5K | 0.01% | 239 |
|
|
2021
Q4 | $620K | Sell |
17,798
-6,320
| -26% | -$220K | 0.01% | 286 |
|
|
2021
Q3 | $806K | Buy |
24,118
+4,739
| +24% | +$158K | 0.02% | 280 |
|
|
2021
Q2 | $653K | Sell |
19,379
-6,657
| -26% | -$224K | 0.02% | 201 |
|
|
2021
Q1 | $847K | Buy |
26,036
+14,451
| +125% | +$470K | 0.02% | 287 |
|
|
2020
Q4 | $420K | Buy |
+11,585
| New | +$420K | 0.01% | 338 |
|
|
2020
Q2 | – | Sell |
-11,813
| Closed | -$356K | – | 387 |
|
|
2020
Q1 | $356K | Buy |
+11,813
| New | +$356K | 0.01% | 349 |
|