WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $196K | Sell |
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|
2022
Q4 | $6.22M | Sell |
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|
2022
Q3 | $5.68M | Sell |
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|
2022
Q2 | $6.3M | Buy |
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|
2022
Q1 | $6.62M | Buy |
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