WAS

Winch Advisory Services’s iShares Gold Trust IAU Stock Holding History

Winch Advisory Services’s Portfolio IAU Stock Details IAU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$573K	Hold	9,195	–	–	0.14%	63
2025 Q1	$542K	Hold	9,195	–	–	0.14%	64
2024 Q4	$455K	Sell	9,195 -1,991	-18%	-$98.6K	0.12%	67
2024 Q3	$556K	Hold	11,186	–	–	0.15%	59
2024 Q2	$491K	Hold	11,186	–	–	0.14%	60
2024 Q1	$470K	Sell	11,186 -35,763	-76%	-$1.5M	0.14%	59
2023 Q4	$1.83M	Sell	46,949 -1,195	-2%	-$46.6K	0.61%	29
2023 Q3	$1.69M	Sell	48,144 -907	-2%	-$31.7K	0.62%	25
2023 Q2	$1.79M	Sell	49,051 -641	-1%	-$23.3K	0.64%	24
2023 Q1	$1.86M	Sell	49,692 -760	-2%	-$28.4K	0.72%	24
2022 Q4	$1.75M	Sell	50,452 -5,344	-10%	-$185K	0.74%	23
2022 Q3	$1.76M	Sell	55,796 -351	-0.6%	-$11.1K	0.76%	22
2022 Q2	$1.93M	Sell	56,147 -1,083	-2%	-$37.2K	0.79%	22
2022 Q1	$2.11M	Buy	57,230 +5,085	+10%	+$187K	0.73%	24
2021 Q4	$1.82M	Sell	52,145 -8,568	-14%	-$298K	0.6%	31
2021 Q3	$2.03M	Sell	60,713 -383	-0.6%	-$12.8K	0.71%	28
2021 Q2	$2.06M	Sell	61,096 -61,704	-50%	-$2.08M	0.74%	29
2021 Q1	$2M	Sell	122,800 -1,463	-1%	-$23.8K	0.8%	30
2020 Q4	$2.25M	Buy	124,263 +86,886	+232%	+$1.58M	0.94%	27
2020 Q3	$672K	Buy	37,377 +37,177	+18,589%	+$668K	0.28%	40
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	298
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	255
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	293
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	272
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	314
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	319
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	294
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	278
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	286
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	249
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	241
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	252
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	269
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	247
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	229
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	217
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	211
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	199
2015 Q4	$2K	Buy	+200	New	+$2K	﹤0.01%	215