Advance Capital Management’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
$758K Buy
2025
Q2
$626K Sell
2025
Q1
$604K Buy
2024
Q4
$488K Buy
2024
Q3
$377K Buy
2024
Q2
$327K Buy
2024
Q1
$230K Hold
2023
Q4
$213K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q3
Sell
2022
Q2
$216K Sell
2022
Q1
$246K Buy
2021
Q4
$230K Buy