ARC
Advisor Resource Council’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-47,662
| Closed | -$2.81M | – | 343 |
|
2025
Q1 | $2.81M | Buy |
47,662
+42,058
| +750% | +$2.48M | 0.23% | 112 |
|
2024
Q4 | $277K | Buy |
+5,604
| New | +$277K | 0.2% | 56 |
|
2024
Q1 | – | Sell |
-45,934
| Closed | -$1.79M | – | 348 |
|
2023
Q4 | $1.79M | Buy |
+45,934
| New | +$1.79M | 0.21% | 118 |
|
2022
Q3 | – | Sell |
-40,062
| Closed | -$1.38M | – | 291 |
|
2022
Q2 | $1.38M | Buy |
+40,062
| New | +$1.38M | 0.13% | 162 |
|
2022
Q1 | – | Sell |
-35,399
| Closed | -$1.23M | – | 341 |
|
2021
Q4 | $1.23M | Buy |
+35,399
| New | +$1.23M | 0.1% | 205 |
|
2021
Q3 | – | Sell |
-30,057
| Closed | -$1.01M | – | 319 |
|
2021
Q2 | $1.01M | Buy |
+30,057
| New | +$1.01M | 0.11% | 204 |
|