Western Wealth Management’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 | $2.15M | Buy |
34,422
+2,744
| +9% | +$171K | 0.13% | 157 |
|
|
2025
Q1 | $1.87M | Buy |
31,678
+3,731
| +13% | +$220K | 0.12% | 163 |
|
|
2024
Q4 | $1.38M | Sell |
27,947
-3,897
| -12% | -$193K | 0.09% | 197 |
|
|
2024
Q3 | $1.58M | Buy |
31,844
+15,379
| +93% | +$764K | 0.09% | 226 |
|
|
2024
Q2 | $723K | Buy |
16,465
+2,943
| +22% | +$129K | 0.05% | 286 |
|
|
2024
Q1 | $568K | Sell |
13,522
-10,399
| -43% | -$437K | 0.04% | 339 |
|
|
2023
Q4 | $934K | Buy |
23,921
+7,930
| +50% | +$310K | 0.07% | 289 |
|
|
2023
Q3 | $560K | Sell |
15,991
-1,156
| -7% | -$40.4K | 0.05% | 366 |
|
|
2023
Q2 | $624K | Sell |
17,147
-1,625
| -9% | -$59.1K | 0.05% | 331 |
|
|
2023
Q1 | $702K | Buy |
18,772
+6
| +0% | +$224 | 0.07% | 292 |
|
|
2022
Q4 | $649K | Sell |
18,766
-21,306
| -53% | -$737K | 0.07% | 303 |
|
|
2022
Q3 | $1.26M | Buy |
40,072
+5,216
| +15% | +$164K | 0.07% | 260 |
|
|
2022
Q2 | $1.2M | Buy |
+34,856
| New | +$1.2M | 0.07% | 266 |
|
|
2022
Q1 | – | Sell |
-14,939
| Closed | -$520K | – | 837 |
|
|
2021
Q4 | $520K | Buy |
+14,939
| New | +$520K | 0.05% | 317 |
|
|
2021
Q2 | $448K | Buy |
13,282
+2,222
| +20% | +$74.9K | 0.05% | 384 |
|
|
2021
Q1 | $360K | Sell |
11,060
-291
| -3% | -$9.47K | 0.05% | 365 |
|
|
2020
Q4 | $412K | Sell |
11,351
-17,943
| -61% | -$651K | 0.06% | 291 |
|
|
2020
Q3 | $1.05M | Buy |
29,294
+6,756
| +30% | +$243K | 0.17% | 133 |
|
|
2020
Q2 | $766K | Buy |
22,538
+393
| +2% | +$13.4K | 0.14% | 166 |
|
|
2020
Q1 | $667K | Buy |
22,145
+1,819
| +9% | +$54.8K | 0.15% | 146 |
|
|
2019
Q4 | $589K | Sell |
20,326
-8,339
| -29% | -$242K | 0.09% | 214 |
|
|
2019
Q3 | $805K | Buy |
28,665
+12,628
| +79% | +$355K | 0.17% | 137 |
|
|
2019
Q2 | $435K | Buy |
16,037
+8,885
| +124% | +$241K | 0.06% | 246 |
|
|
2019
Q1 | $178K | Buy |
7,152
+197
| +3% | +$4.9K | 0.04% | 369 |
|
|
2018
Q4 | $172K | Buy |
+6,955
| New | +$172K | 0.05% | 337 |
|