Williams Jones Wealth Management’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
Q3 | $44M | Buy |
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|
2025
Q2 | $24.5M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $7.48M | Buy |
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|
2024
Q3 | $4.34M | Buy |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $989K | Hold |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $977K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $785K | Sell |
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|
2021
Q3 | $781K | Hold |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $179K | Buy |
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