WDL
Well Done LLC’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Sell |
152,691
-6,092
| -4% | -$380K | 1.79% | 9 |
|
|
2025
Q1 | $7.86M | Sell |
158,783
-90
| -0.1% | -$4.46K | 1.43% | 13 |
|
|
2024
Q4 | $7.9M | Hold |
158,873
| – | – | 1.45% | 12 |
|
|
2024
Q3 | $7.9M | Buy |
158,873
+5,143
| +3% | +$256K | 1.44% | 12 |
|
|
2024
Q2 | $6.75M | Sell |
153,730
-1,843
| -1% | -$81K | 1.4% | 15 |
|
|
2024
Q1 | $6.54M | Sell |
155,573
-5,633
| -3% | -$237K | 1.29% | 15 |
|
|
2023
Q4 | $6.29M | Sell |
161,206
-7,243
| -4% | -$283K | 1.23% | 17 |
|
|
2023
Q3 | $5.89M | Buy |
168,449
+6,915
| +4% | +$242K | 1.31% | 15 |
|
|
2023
Q2 | $5.88M | Buy |
161,534
+2,302
| +1% | +$83.8K | 1.25% | 15 |
|
|
2023
Q1 | $5.95M | Buy |
159,232
+119,113
| +297% | +$4.45M | 1.29% | 15 |
|
|
2022
Q4 | $1.39M | Buy |
40,119
+3,415
| +9% | +$118K | 0.3% | 52 |
|
|
2022
Q3 | $1.16M | Sell |
36,704
-16,364
| -31% | -$516K | 0.28% | 54 |
|
|
2022
Q2 | $1.82M | Buy |
53,068
+1,382
| +3% | +$47.4K | 0.4% | 46 |
|
|
2022
Q1 | $1.9M | Buy |
51,686
+8,386
| +19% | +$309K | 0.38% | 49 |
|
|
2021
Q4 | $1.51M | Sell |
43,300
-1,315
| -3% | -$45.8K | 0.31% | 56 |
|
|
2021
Q3 | $1.49M | Sell |
44,615
-276
| -0.6% | -$9.22K | 0.33% | 53 |
|
|
2021
Q2 | $1.51M | Sell |
44,891
-44,777
| -50% | -$1.51M | 0.33% | 50 |
|
|
2021
Q1 | $1.46M | Sell |
89,668
-44,079
| -33% | -$717K | 0.33% | 52 |
|
|
2020
Q4 | $2.43M | Sell |
133,747
-1,036
| -0.8% | -$18.8K | 0.6% | 32 |
|
|
2020
Q3 | $2.43M | Sell |
134,783
-21,496
| -14% | -$387K | 0.68% | 25 |
|
|
2020
Q2 | $2.66M | Buy |
156,279
+3,151
| +2% | +$53.5K | 0.73% | 25 |
|
|
2020
Q1 | $2.31M | Buy |
153,128
+23,293
| +18% | +$351K | 0.7% | 30 |
|
|
2019
Q4 | $1.88M | Sell |
129,835
-1,601
| -1% | -$23.2K | 0.44% | 42 |
|
|
2019
Q3 | $1.85M | Buy |
131,436
+902
| +0.7% | +$12.7K | 0.46% | 44 |
|
|
2019
Q2 | $1.76M | Buy |
130,534
+2,651
| +2% | +$35.8K | 0.41% | 44 |
|
|
2019
Q1 | $1.58M | Buy |
127,883
+13,920
| +12% | +$172K | 0.39% | 47 |
|
|
2018
Q4 | $1.4M | Sell |
113,963
-97,402
| -46% | -$1.2M | 0.39% | 47 |
|
|
2018
Q3 | $2.42M | Buy |
211,365
+33,628
| +19% | +$384K | 0.68% | 32 |
|
|
2018
Q2 | $2.14M | Buy |
177,737
+61,568
| +53% | +$740K | 0.64% | 33 |
|
|
2018
Q1 | $1.48M | Buy |
116,169
+15,194
| +15% | +$193K | 0.46% | 35 |
|
|
2017
Q4 | $1.26M | Sell |
100,975
-146
| -0.1% | -$1.83K | 0.41% | 39 |
|
|
2017
Q3 | $1.25M | Sell |
101,121
-2,157
| -2% | -$26.6K | 0.38% | 44 |
|
|
2017
Q2 | $1.23M | Sell |
103,278
-5,173
| -5% | -$61.8K | 0.43% | 38 |
|
|
2017
Q1 | $1.3M | Sell |
108,451
-20,612
| -16% | -$247K | 0.46% | 34 |
|
|
2016
Q4 | $1.43M | Sell |
129,063
-46,643
| -27% | -$517K | 0.54% | 34 |
|
|
2016
Q3 | $2.23K | Buy |
175,706
+2,518
| +1% | +$32 | 0.8% | 25 |
|
|
2016
Q2 | $2.21M | Buy |
173,188
+4,588
| +3% | +$58.5K | 0.8% | 25 |
|
|
2016
Q1 | $2M | Buy |
+168,600
| New | +$2M | 0.73% | 27 |
|