WFAG
Worth Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,507
| Closed | -$1.21M | – | 160 |
|
|
2025
Q1 | $1.21M | Sell |
20,507
-286
| -1% | -$16.9K | 0.77% | 30 |
|
|
2024
Q4 | $1.03M | Sell |
20,793
-416
| -2% | -$20.6K | 0.63% | 37 |
|
|
2024
Q3 | $1.05M | Sell |
21,209
-417
| -2% | -$20.7K | 0.62% | 38 |
|
|
2024
Q2 | $950K | Sell |
21,626
-269
| -1% | -$11.8K | 0.62% | 38 |
|
|
2024
Q1 | $920K | Buy |
21,895
+208
| +1% | +$8.74K | 0.64% | 41 |
|
|
2023
Q4 | $846K | Buy |
21,687
+220
| +1% | +$8.59K | 0.68% | 39 |
|
|
2023
Q3 | $751K | Buy |
21,467
+1,139
| +6% | +$39.9K | 0.68% | 38 |
|
|
2023
Q2 | $740K | Sell |
20,328
-520
| -2% | -$18.9K | 0.69% | 38 |
|
|
2023
Q1 | $779K | Buy |
+20,848
| New | +$779K | 0.74% | 35 |
|