Advance Capital Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
10,042
-209
| -2% | -$13K | 0.03% | 93 |
|
|
2025
Q1 | $604K | Buy |
10,251
+395
| +4% | +$23.3K | 0.03% | 91 |
|
|
2024
Q4 | $488K | Buy |
9,856
+2,280
| +30% | +$113K | 0.02% | 92 |
|
|
2024
Q3 | $377K | Buy |
7,576
+128
| +2% | +$6.36K | 0.02% | 105 |
|
|
2024
Q2 | $327K | Buy |
7,448
+1,978
| +36% | +$86.9K | 0.02% | 112 |
|
|
2024
Q1 | $230K | Hold |
5,470
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $213K | Buy |
+5,470
| New | +$213K | 0.02% | 124 |
|
|
2023
Q1 | – | Sell |
-5,896
| Closed | -$204K | – | 108 |
|
|
2022
Q4 | $204K | Buy |
+5,896
| New | +$204K | 0.03% | 103 |
|
|
2022
Q3 | – | Sell |
-6,294
| Closed | -$216K | – | 90 |
|
|
2022
Q2 | $216K | Sell |
6,294
-375
| -6% | -$12.9K | 0.03% | 78 |
|
|
2022
Q1 | $246K | Buy |
6,669
+54
| +0.8% | +$1.99K | 0.03% | 75 |
|
|
2021
Q4 | $230K | Buy |
+6,615
| New | +$230K | 0.05% | 77 |
|