WESPAC Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
25,686
+656
| +3% | +$40.9K | 1.12% | 16 |
|
|
2025
Q1 | $1.48M | Buy |
25,030
+3,878
| +18% | +$229K | 1.2% | 17 |
|
|
2024
Q4 | $1.05M | Buy |
+21,152
| New | +$1.05M | 0.77% | 36 |
|
|
2021
Q1 | – | Sell |
-7,153
| Closed | -$259K | – | 171 |
|
|
2020
Q4 | $259K | Buy |
7,153
+1,590
| +29% | +$57.6K | 0.2% | 118 |
|
|
2020
Q3 | $200K | Buy |
+5,563
| New | +$200K | 0.25% | 86 |
|
|
2016
Q3 | – | Sell |
-5,466
| Closed | -$139K | – | 110 |
|
|
2016
Q2 | $139K | Buy |
+5,466
| New | +$139K | 0.14% | 104 |
|