Wescott Financial Advisory Group’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 | $873K | Buy |
|
|||||
|
2025
Q1 | $755K | Sell |
|
|||||
|
2024
Q4 | $804K | Hold |
|
|||||
|
2024
Q3 | $807K | Sell |
|
|||||
|
2024
Q2 | $733K | Hold |
|
|||||
|
2024
Q1 | $701K | Sell |
|
|||||
|
2023
Q4 | $674K | Hold |
|
|||||
|
2023
Q3 | $605K | Sell |
|
|||||
|
2023
Q2 | $636K | Hold |
|
|||||
|
2023
Q1 | $653K | Hold |
|
|||||
|
2022
Q4 | $605K | Hold |
|
|||||
|
2022
Q3 | $551K | Buy |
|
|||||
|
2022
Q2 | $465K | Hold |
|
|||||
|
2022
Q1 | $499K | Hold |
|
|||||
|
2021
Q4 | $471K | Hold |
|
|||||
|
2021
Q3 | $452K | Hold |
|
|||||
|
2021
Q2 | $466K | Sell |
|
|||||
|
2021
Q1 | $440K | Hold |
|
|||||
|
2020
Q4 | $491K | Buy |
|