Advisornet Financial’s iShares Gold Trust IAU Stock Holding History

Advisornet Financial’s Portfolio IAU Stock Details IAU Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.01M	Sell	96,379 -1,100	-1%	-$68.6K	0.39%	48
2025 Q1	$5.75M	Buy	97,479 +475	+0.5%	+$28K	0.43%	48
2024 Q4	$4.8M	Sell	97,004 -9,051	-9%	-$448K	0.4%	57
2024 Q3	$5.27M	Sell	106,055 -838	-0.8%	-$41.6K	0.39%	57
2024 Q2	$4.7M	Sell	106,893 -2,668	-2%	-$117K	0.43%	51
2024 Q1	$4.6M	Buy	109,561 +743	+0.7%	+$31.2K	0.44%	46
2023 Q4	$4.25M	Sell	108,818 -1,599	-1%	-$62.4K	0.39%	57
2023 Q3	$3.86M	Sell	110,417 -579	-0.5%	-$20.3K	0.35%	70
2023 Q2	$4.04M	Sell	110,996 -1,657	-1%	-$60.3K	0.35%	77
2023 Q1	$4.21M	Sell	112,653 -968	-0.9%	-$36.2K	0.39%	64
2022 Q4	$3.93M	Sell	113,621 -19,241	-14%	-$666K	0.39%	65
2022 Q3	$4.19M	Buy	132,862 +20,257	+18%	+$639K	0.42%	54
2022 Q2	$3.86M	Buy	112,605 +4,295	+4%	+$147K	0.38%	65
2022 Q1	$3.99M	Sell	108,310 -793	-0.7%	-$29.2K	0.25%	95
2021 Q4	$3.8M	Buy	109,103 +3,388	+3%	+$118K	0.23%	102
2021 Q3	$3.53M	Sell	105,715 -4,194	-4%	-$140K	0.25%	90
2021 Q2	$3.71M	Sell	109,909 -112,460	-51%	-$3.79M	0.25%	96
2021 Q1	$3.62M	Buy	222,369 +5,787	+3%	+$94.1K	0.26%	89
2020 Q4	$3.93M	Buy	216,582 +2,771	+1%	+$50.2K	0.32%	67
2020 Q3	$3.85M	Buy	213,811 +10,961	+5%	+$197K	0.33%	63
2020 Q2	$3.45M	Buy	202,850 +11,292	+6%	+$192K	0.28%	80
2020 Q1	$2.89M	Sell	191,558 -3,066	-2%	-$46.2K	0.27%	84
2019 Q4	$2.82M	Buy	194,624 +17,106	+10%	+$248K	0.24%	95
2019 Q3	$2.5M	Sell	177,518 -2,569	-1%	-$36.2K	0.23%	102
2019 Q2	$2.43M	Buy	180,087 +5,586	+3%	+$75.4K	0.27%	85
2019 Q1	$2.16M	Buy	174,501 +1,080	+0.6%	+$13.4K	0.26%	88
2018 Q4	$2.13M	Buy	173,421 +1,003	+0.6%	+$12.3K	0.29%	77
2018 Q3	$1.97M	Buy	172,418 +45,898	+36%	+$525K	0.25%	90
2018 Q2	$1.52M	Buy	126,520 +1,000	+0.8%	+$12K	0.21%	102
2018 Q1	$1.6M	Sell	125,520 -3,535	-3%	-$45K	0.22%	93
2017 Q4	$1.61M	Buy	+129,055	New	+$1.61M	0.25%	85