Wellspring Financial Advisors’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 | $6.41M | Hold |
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2025
Q1 | $6.06M | Buy |
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2024
Q4 | $5M | Sell |
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2024
Q3 | $5.18M | Sell |
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2024
Q2 | $5.94M | Sell |
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2024
Q1 | $5.9M | Sell |
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2023
Q4 | $6.27M | Sell |
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2023
Q3 | $5.7M | Sell |
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2023
Q2 | $5.99M | Sell |
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2023
Q1 | $6.53M | Sell |
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2022
Q4 | $6.07M | Sell |
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2022
Q3 | $6.09M | Sell |
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2022
Q2 | $6.98M | Sell |
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2022
Q1 | $10.3M | Buy |
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2021
Q4 | $8.47M | Buy |
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2021
Q3 | $8.09M | Sell |
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2021
Q2 | $8.3M | Sell |
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2021
Q1 | $9.96M | Sell |
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2020
Q4 | $13.3M | Buy |
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2020
Q3 | $12.9M | Sell |
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2020
Q2 | $12.2M | Buy |
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2020
Q1 | $9.96M | Buy |
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