WBC
West Branch Capital’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
6,630
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $391K | Buy |
6,630
+1,630
| +33% | +$96.1K | 0.13% | 59 |
|
|
2024
Q4 | $248K | Hold |
5,000
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $249K | Hold |
5,000
| – | – | 0.09% | 78 |
|
|
2024
Q2 | $220K | Hold |
5,000
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $210K | Sell |
5,000
-285
| -5% | -$12K | 0.08% | 80 |
|
|
2023
Q4 | $206K | Buy |
5,285
+285
| +6% | +$11.1K | 0.1% | 74 |
|
|
2023
Q3 | $175K | Hold |
5,000
| – | – | 0.09% | 85 |
|
|
2023
Q2 | $182K | Hold |
5,000
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $187K | Hold |
5,000
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $173K | Hold |
5,000
| – | – | 0.11% | 81 |
|
|
2022
Q3 | $158K | Hold |
5,000
| – | – | 0.1% | 88 |
|
|
2022
Q2 | $172K | Hold |
5,000
| – | – | 0.1% | 89 |
|
|
2022
Q1 | $184K | Hold |
5,000
| – | – | 0.09% | 87 |
|
|
2021
Q4 | $174K | Hold |
5,000
| – | – | 0.07% | 99 |
|
|
2021
Q3 | $167K | Hold |
5,000
| – | – | 0.08% | 96 |
|
|
2021
Q2 | $169K | Sell |
5,000
-6,250
| -56% | -$211K | 0.08% | 102 |
|
|
2021
Q1 | $183K | Hold |
11,250
| – | – | 0.11% | 90 |
|
|
2020
Q4 | $204K | Hold |
11,250
| – | – | 0.12% | 85 |
|
|
2020
Q3 | $202K | Hold |
11,250
| – | – | 0.13% | 84 |
|
|
2020
Q2 | $191K | Hold |
11,250
| – | – | 0.13% | 83 |
|
|
2020
Q1 | $170K | Hold |
11,250
| – | – | 0.16% | 74 |
|
|
2019
Q4 | $163K | Hold |
11,250
| – | – | 0.11% | 94 |
|
|
2019
Q3 | $159K | Hold |
11,250
| – | – | 0.12% | 88 |
|
|
2019
Q2 | $152K | Hold |
11,250
| – | – | 0.13% | 91 |
|
|
2019
Q1 | $139K | Hold |
11,250
| – | – | 0.12% | 82 |
|
|
2018
Q4 | $138K | Hold |
11,250
| – | – | 0.15% | 72 |
|
|
2018
Q3 | $129K | Hold |
11,250
| – | – | 0.1% | 88 |
|
|
2018
Q2 | $135K | Hold |
11,250
| – | – | 0.11% | 88 |
|
|
2018
Q1 | $143K | Buy |
+11,250
| New | +$143K | 0.16% | 70 |
|