Woodward Diversified Capital’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 | $587K | Sell |
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|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $950K | Sell |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $4.49M | Buy |
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