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