ARIS
Advanced Research Investment Solutions’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,405
| Closed | -$992K | – | 14 |
|
|
2023
Q4 | $992K | Sell |
25,405
-2,345
| -8% | -$91.5K | 0.62% | 14 |
|
|
2023
Q3 | $971K | Hold |
27,750
| – | – | 0.63% | 14 |
|
|
2023
Q2 | $1.01M | Hold |
27,750
| – | – | 0.58% | 14 |
|
|
2023
Q1 | $1.04M | Hold |
27,750
| – | – | 0.59% | 16 |
|
|
2022
Q4 | $960K | Hold |
27,750
| – | – | 0.6% | 17 |
|
|
2022
Q3 | $875K | Hold |
27,750
| – | – | 0.54% | 15 |
|
|
2022
Q2 | $952K | Sell |
27,750
-100
| -0.4% | -$3.43K | 0.53% | 14 |
|
|
2022
Q1 | $1.03M | Buy |
27,850
+100
| +0.4% | +$3.68K | 0.43% | 16 |
|
|
2021
Q4 | $965K | Hold |
27,750
| – | – | 0.35% | 19 |
|
|
2021
Q3 | $927K | Hold |
27,750
| – | – | 0.47% | 14 |
|
|
2021
Q2 | $935K | Sell |
27,750
-28,356
| -51% | -$955K | 0.84% | 9 |
|
|
2021
Q1 | $912K | Sell |
56,106
-200
| -0.4% | -$3.25K | 1.06% | 3 |
|
|
2020
Q4 | $1.02M | Hold |
56,306
| – | – | 1.53% | 4 |
|
|
2020
Q3 | $1.01M | Hold |
56,306
| – | – | 1.86% | 3 |
|
|
2020
Q2 | $957K | Hold |
56,306
| – | – | 2.47% | 4 |
|
|
2020
Q1 | $849K | Sell |
56,306
-350
| -0.6% | -$5.27K | 2.68% | 3 |
|
|
2019
Q4 | $822K | Buy |
+56,656
| New | +$822K | 6.4% | 4 |
|