Wills Financial Group’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 | $7.18M | Hold |
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|
2025
Q1 | $6.79M | Buy |
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|
2024
Q4 | $5.67M | Buy |
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|
2024
Q3 | $5.68M | Sell |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.8M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.15M | Hold |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $4.42M | Sell |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.22M | Sell |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $3.84M | Buy |
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|
2020
Q4 | $4.11M | Buy |
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|
2020
Q3 | $3.62M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.83M | Hold |
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|
2019
Q4 | $2.73M | Buy |
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|
2019
Q3 | $2.61M | Buy |
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