ACA
Ackerman Capital Advisors’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.6M | Sell |
105,767
-6,023
| -5% | -$376K | 1.53% | 17 |
|
2025
Q1 | $6.59M | Sell |
111,790
-855
| -0.8% | -$50.4K | 1.74% | 17 |
|
2024
Q4 | $5.58M | Sell |
112,645
-1,104
| -1% | -$54.7K | 1.46% | 19 |
|
2024
Q3 | $5.65M | Sell |
113,749
-1,352
| -1% | -$67.2K | 1.46% | 20 |
|
2024
Q2 | $5.06M | Buy |
115,101
+789
| +0.7% | +$34.7K | 1.34% | 20 |
|
2024
Q1 | $4.8M | Sell |
114,312
-164
| -0.1% | -$6.89K | 1.33% | 22 |
|
2023
Q4 | $4.47M | Sell |
114,476
-30,832
| -21% | -$1.2M | 1.25% | 23 |
|
2023
Q3 | $5.08M | Buy |
145,308
+19,499
| +15% | +$682K | 1.42% | 21 |
|
2023
Q2 | $4.58M | Buy |
125,809
+828
| +0.7% | +$30.1K | 1.19% | 24 |
|
2023
Q1 | $4.67M | Sell |
124,981
-3,610
| -3% | -$135K | 1.21% | 25 |
|
2022
Q4 | $4.45M | Sell |
128,591
-1,795
| -1% | -$62.1K | 1.2% | 23 |
|
2022
Q3 | $4.11M | Sell |
130,386
-4,163
| -3% | -$131K | 1.17% | 21 |
|
2022
Q2 | $4.62M | Buy |
134,549
+890
| +0.7% | +$30.5K | 1.24% | 18 |
|
2022
Q1 | $4.92M | Sell |
133,659
-2,906
| -2% | -$107K | 1.16% | 19 |
|
2021
Q4 | $4.75M | Buy |
136,565
+125,709
| +1,158% | +$4.38M | 1.09% | 22 |
|
2021
Q3 | $363K | Sell |
10,856
-1,199
| -10% | -$40.1K | 0.08% | 78 |
|
2021
Q2 | $406K | Sell |
12,055
-6,439
| -35% | -$217K | 0.1% | 73 |
|
2021
Q1 | $301K | Buy |
18,494
+5,124
| +38% | +$83.4K | 0.07% | 95 |
|
2020
Q4 | $242K | Sell |
13,370
-5,951
| -31% | -$108K | 0.06% | 100 |
|
2020
Q3 | $348K | Buy |
19,321
+4,666
| +32% | +$84K | 0.1% | 74 |
|
2020
Q2 | $249K | Buy |
+14,655
| New | +$249K | 0.07% | 94 |
|
2020
Q1 | – | Sell |
-351,792
| Closed | -$5.1M | – | 131 |
|
2019
Q4 | $5.1M | Sell |
351,792
-202,053
| -36% | -$2.93M | 1.51% | 13 |
|
2019
Q3 | $7.81M | Buy |
553,845
+507,094
| +1,085% | +$7.15M | 2.69% | 9 |
|
2019
Q2 | $631 | Buy |
+46,751
| New | +$631 | ﹤0.01% | 98 |
|
2018
Q1 | $3.53M | Buy |
+281,754
| New | +$3.53M | 1.41% | 21 |
|