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Wilbanks Smith & Thomas Asset Management’s iShares Gold Trust IAU Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IAU Stock Details IAU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$587K Sell
2023
Q4
$565K Sell
2023
Q3
$520K Sell
2023
Q2
$600K Sell
2023
Q1
$637K Sell
2022
Q4
$616K Sell
2022
Q3
$2.68M Sell
2022
Q2
$3.1M Buy
2022
Q1
$3.01M Buy
2021
Q4
$2.92M Sell
2021
Q3
$2.84M Buy
2021
Q2
$609K Buy
2021
Q1
$535K Buy
2020
Q4
$533K Buy
2020
Q3
$517K Hold
2020
Q2
$488K Buy
2020
Q1
$390K Buy
2019
Q4
$297K Sell
2019
Q3
$350K Buy
2019
Q2
$333K Hold
2019
Q1
$306K Buy
2018
Q4
$291K Sell
2018
Q3
$286K Sell
2018
Q2
$305K Sell
2018
Q1
$388K Sell
2017
Q4
$414K Sell
2017
Q3
$568K Sell
2017
Q2
$922K Sell
2017
Q1
$1.03M Sell
2016
Q4
$1.05M Sell
2016
Q3
$7.48M Buy
2016
Q2
$6.19M Buy
2016
Q1
$203K Hold
2015
Q4
$174K Hold
2015
Q3
$184K Sell
2015
Q2
$346K Hold
2015
Q1
$350K Sell
2014
Q4
$490K Hold
2014
Q3
$501K Sell
2014
Q2
$2.44M Sell
2014
Q1
$2.5M Buy
2013
Q4
$502K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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