WESPAC Advisors SoCal’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
Q3 | $450K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.88M | Sell |
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|
2020
Q4 | $20.7M | Buy |
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|
2020
Q3 | $14.5M | Buy |
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|
2020
Q2 | $12.7M | Sell |
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|
2020
Q1 | $12.3M | Sell |
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|
2019
Q4 | $11.7M | Buy |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $541K | Hold |
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|
2019
Q1 | $496K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $387K | Buy |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $329K | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $346K | Buy |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $819K | Buy |
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|
2016
Q2 | $571K | Buy |
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|
2016
Q1 | $520K | Buy |
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