WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $4.67M | Sell |
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|
2024
Q3 | $4.69M | Hold |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.57M | Hold |
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|
2023
Q3 | $3.2M | Hold |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $2.05M | Sell |
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|
2020
Q4 | $2.79M | Hold |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.3M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $129K | Hold |
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|
2013
Q3 | $143K | Hold |
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|
2013
Q2 | $133K | Buy |
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