Advisory Alpha’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 | $3.09M | Sell |
49,549
-806
| -2% | -$50.3K | 0.1% | 92 |
|
|
2025
Q1 | $2.97M | Buy |
50,355
+599
| +1% | +$35.3K | 0.1% | 91 |
|
|
2024
Q4 | $2.46M | Sell |
49,756
-2,310
| -4% | -$114K | 0.09% | 92 |
|
|
2024
Q3 | $2.59M | Buy |
52,066
+9,992
| +24% | +$497K | 0.09% | 87 |
|
|
2024
Q2 | $1.85M | Sell |
42,074
-28,672
| -41% | -$1.26M | 0.07% | 110 |
|
|
2024
Q1 | $2.97M | Sell |
70,746
-1,806
| -2% | -$75.9K | 0.12% | 92 |
|
|
2023
Q4 | $2.83M | Buy |
72,552
+1,269
| +2% | +$49.5K | 0.13% | 93 |
|
|
2023
Q3 | $2.49M | Sell |
71,283
-6,146
| -8% | -$215K | 0.13% | 88 |
|
|
2023
Q2 | $2.82M | Buy |
77,429
+35,557
| +85% | +$1.29M | 0.14% | 84 |
|
|
2023
Q1 | $1.56M | Buy |
41,872
+32,019
| +325% | +$1.2M | 0.1% | 90 |
|
|
2022
Q4 | $341K | Buy |
9,853
+2,992
| +44% | +$103K | 0.02% | 198 |
|
|
2022
Q3 | $216K | Sell |
6,861
-2,580
| -27% | -$81.2K | 0.02% | 227 |
|
|
2022
Q2 | $324K | Sell |
9,441
-79
| -0.8% | -$2.71K | 0.02% | 191 |
|
|
2022
Q1 | $351K | Buy |
+9,520
| New | +$351K | 0.02% | 202 |
|
|
2021
Q2 | – | Sell |
-26,409
| Closed | -$859K | – | 197 |
|
|
2021
Q1 | $859K | Buy |
+26,409
| New | +$859K | 0.09% | 85 |
|
|
2020
Q2 | – | Sell |
-930
| Closed | -$28K | – | 317 |
|
|
2020
Q1 | $28K | Buy |
+930
| New | +$28K | 0.01% | 273 |
|
|
2018
Q4 | – | Sell |
-238,646
| Closed | -$5.64M | – | 151 |
|
|
2018
Q3 | $5.64M | Buy |
238,646
+13,522
| +6% | +$319K | 1.43% | 22 |
|
|
2018
Q2 | $5.29M | Buy |
225,124
+16,501
| +8% | +$388K | 1.33% | 23 |
|
|
2018
Q1 | $5.26M | Sell |
208,623
-44,545
| -18% | -$1.12M | 1.82% | 17 |
|
|
2017
Q4 | $6.5M | Buy |
253,168
+23,479
| +10% | +$602K | 2.11% | 15 |
|
|
2017
Q3 | $5.63M | Buy |
229,689
+5,698
| +3% | +$140K | 1.57% | 21 |
|
|
2017
Q2 | $5.43M | Buy |
223,991
+9,015
| +4% | +$218K | 1.57% | 20 |
|
|
2017
Q1 | $5.16M | Buy |
214,976
+6,990
| +3% | +$168K | 1.79% | 18 |
|
|
2016
Q4 | $4.91M | Buy |
+207,986
| New | +$4.91M | 1.98% | 19 |
|