WFA of San Diego’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 | $223K | Buy |
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|
2024
Q3 | $7.46K | Hold |
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|
2024
Q2 | $6.59K | Buy |
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|
2023
Q3 | $5.25K | Hold |
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|
2023
Q2 | $5.46K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $174K | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $187K | Sell |
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|
2020
Q4 | $18 | Buy |
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