WFG
Wills Financial Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Hold |
115,117
| – | – | 3.12% | 10 |
|
|
2025
Q1 | $6.79M | Buy |
115,117
+655
| +0.6% | +$38.6K | 3.01% | 11 |
|
|
2024
Q4 | $5.67M | Buy |
114,462
+85
| +0.1% | +$4.21K | 2.45% | 15 |
|
|
2024
Q3 | $5.68M | Sell |
114,377
-1
| -0% | -$50 | 2.38% | 13 |
|
|
2024
Q2 | $5.02M | Buy |
114,378
+110
| +0.1% | +$4.83K | 2.31% | 14 |
|
|
2024
Q1 | $4.8M | Sell |
114,268
-660
| -0.6% | -$27.7K | 2.26% | 17 |
|
|
2023
Q4 | $4.49M | Sell |
114,928
-3,720
| -3% | -$145K | 2.26% | 16 |
|
|
2023
Q3 | $4.15M | Hold |
118,648
| – | – | 2.25% | 15 |
|
|
2023
Q2 | $4.32M | Buy |
118,648
+500
| +0.4% | +$18.2K | 2.19% | 16 |
|
|
2023
Q1 | $4.42M | Sell |
118,148
-1,500
| -1% | -$56.1K | 2.38% | 16 |
|
|
2022
Q4 | $4.14M | Sell |
119,648
-2,375
| -2% | -$82.2K | 2.31% | 16 |
|
|
2022
Q3 | $3.85M | Sell |
122,023
-1,075
| -0.9% | -$33.9K | 2.14% | 19 |
|
|
2022
Q2 | $4.22M | Sell |
123,098
-220
| -0.2% | -$7.55K | 2.08% | 21 |
|
|
2022
Q1 | $4.54M | Buy |
123,318
+975
| +0.8% | +$35.9K | 1.91% | 22 |
|
|
2021
Q4 | $4.26M | Buy |
122,343
+960
| +0.8% | +$33.4K | 1.68% | 25 |
|
|
2021
Q3 | $4.06M | Buy |
121,383
+3,805
| +3% | +$127K | 1.82% | 24 |
|
|
2021
Q2 | $3.96M | Sell |
117,578
-118,407
| -50% | -$3.99M | 1.72% | 22 |
|
|
2021
Q1 | $3.84M | Buy |
235,985
+9,525
| +4% | +$155K | 1.86% | 23 |
|
|
2020
Q4 | $4.11M | Buy |
226,460
+25,335
| +13% | +$459K | 2.05% | 20 |
|
|
2020
Q3 | $3.62M | Buy |
201,125
+8,875
| +5% | +$160K | 2.1% | 19 |
|
|
2020
Q2 | $3.27M | Buy |
192,250
+4,250
| +2% | +$72.2K | 2.03% | 20 |
|
|
2020
Q1 | $2.83M | Hold |
188,000
| – | – | 2.02% | 19 |
|
|
2019
Q4 | $2.73M | Buy |
188,000
+3,000
| +2% | +$43.5K | 1.57% | 23 |
|
|
2019
Q3 | $2.61M | Buy |
+185,000
| New | +$2.61M | 1.67% | 24 |
|