WFA
Wellspring Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Hold |
102,734
| – | – | 0.64% | 24 |
|
|
2025
Q1 | $6.06M | Buy |
102,734
+1,741
| +2% | +$103K | 0.67% | 23 |
|
|
2024
Q4 | $5M | Sell |
100,993
-3,190
| -3% | -$158K | 0.52% | 26 |
|
|
2024
Q3 | $5.18M | Sell |
104,183
-31,041
| -23% | -$1.54M | 0.62% | 25 |
|
|
2024
Q2 | $5.94M | Sell |
135,224
-5,280
| -4% | -$232K | 0.81% | 23 |
|
|
2024
Q1 | $5.9M | Sell |
140,504
-20,173
| -13% | -$847K | 0.93% | 22 |
|
|
2023
Q4 | $6.27M | Sell |
160,677
-2,093
| -1% | -$81.7K | 1.56% | 20 |
|
|
2023
Q3 | $5.7M | Sell |
162,770
-1,875
| -1% | -$65.6K | 1.67% | 18 |
|
|
2023
Q2 | $5.99M | Sell |
164,645
-10,076
| -6% | -$367K | 1.7% | 18 |
|
|
2023
Q1 | $6.53M | Sell |
174,721
-710
| -0.4% | -$26.5K | 1.94% | 14 |
|
|
2022
Q4 | $6.07M | Sell |
175,431
-17,652
| -9% | -$611K | 2.02% | 15 |
|
|
2022
Q3 | $6.09M | Sell |
193,083
-10,415
| -5% | -$328K | 2.25% | 17 |
|
|
2022
Q2 | $6.98M | Sell |
203,498
-76,288
| -27% | -$2.62M | 2.43% | 14 |
|
|
2022
Q1 | $10.3M | Buy |
279,786
+35,332
| +14% | +$1.3M | 3.04% | 10 |
|
|
2021
Q4 | $8.47M | Buy |
244,454
+1,319
| +0.5% | +$45.7K | 2.36% | 14 |
|
|
2021
Q3 | $8.09M | Sell |
243,135
-4,260
| -2% | -$142K | 2.44% | 14 |
|
|
2021
Q2 | $8.31M | Sell |
247,395
-413,803
| -63% | -$13.9M | 2.61% | 11 |
|
|
2021
Q1 | $9.96M | Sell |
661,198
-74,501
| -10% | -$1.12M | 4.81% | 7 |
|
|
2020
Q4 | $13.3M | Buy |
735,699
+16,654
| +2% | +$302K | 4.66% | 5 |
|
|
2020
Q3 | $12.9M | Sell |
719,045
-424
| -0.1% | -$7.63K | 5.07% | 5 |
|
|
2020
Q2 | $12.2M | Buy |
719,469
+58,271
| +9% | +$990K | 5.05% | 5 |
|
|
2020
Q1 | $9.96M | Buy |
+661,198
| New | +$9.96M | 4.81% | 7 |
|