AE Wealth Management’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 | $3.1M | Sell |
49,779
-31,741
| -39% | -$1.98M | 0.02% | 442 |
|
|
2025
Q1 | $4.81M | Sell |
81,520
-48,300
| -37% | -$2.85M | 0.04% | 347 |
|
|
2024
Q4 | $6.43M | Sell |
129,820
-38,029
| -23% | -$1.88M | 0.05% | 303 |
|
|
2024
Q3 | $8.34M | Sell |
167,849
-14,382
| -8% | -$715K | 0.08% | 255 |
|
|
2024
Q2 | $8.01M | Buy |
182,231
+32,165
| +21% | +$1.41M | 0.08% | 255 |
|
|
2024
Q1 | $6.3M | Sell |
150,066
-183,167
| -55% | -$7.69M | 0.07% | 269 |
|
|
2023
Q4 | $12.7M | Sell |
333,233
-24,159
| -7% | -$922K | 0.07% | 341 |
|
|
2023
Q3 | $12.5M | Sell |
357,392
-99,163
| -22% | -$3.47M | 0.07% | 323 |
|
|
2023
Q2 | $16.6M | Buy |
456,555
+106,809
| +31% | +$3.89M | 0.1% | 241 |
|
|
2023
Q1 | $13.1M | Buy |
349,746
+69,527
| +25% | +$2.6M | 0.08% | 286 |
|
|
2022
Q4 | $9.69M | Buy |
280,219
+63,221
| +29% | +$2.19M | 0.07% | 328 |
|
|
2022
Q3 | $6.84M | Buy |
216,998
+22,043
| +11% | +$695K | 0.05% | 358 |
|
|
2022
Q2 | $6.69M | Sell |
194,955
-24,882
| -11% | -$854K | 0.05% | 360 |
|
|
2022
Q1 | $8.1M | Sell |
219,837
-56,316
| -20% | -$2.07M | 0.06% | 331 |
|
|
2021
Q4 | $9.61M | Sell |
276,153
-31,140
| -10% | -$1.08M | 0.07% | 272 |
|
|
2021
Q3 | $10.3M | Buy |
307,293
+60,994
| +25% | +$2.04M | 0.08% | 234 |
|
|
2021
Q2 | $8.3M | Sell |
246,299
-84,589
| -26% | -$2.85M | 0.07% | 252 |
|
|
2021
Q1 | $10.8M | Buy |
330,888
+18,757
| +6% | +$610K | 0.11% | 188 |
|
|
2020
Q4 | $11.3M | Buy |
312,131
+95,290
| +44% | +$3.46M | 0.13% | 163 |
|
|
2020
Q3 | $7.8M | Buy |
216,841
+96,294
| +80% | +$3.46M | 0.11% | 171 |
|
|
2020
Q2 | $4.1M | Buy |
120,547
+14,735
| +14% | +$501K | 0.06% | 257 |
|
|
2020
Q1 | $3.19M | Sell |
105,812
-209,568
| -66% | -$6.32M | 0.07% | 227 |
|
|
2019
Q4 | $9.15M | Buy |
315,380
+234,861
| +292% | +$6.81M | 0.2% | 101 |
|
|
2019
Q3 | $2.27M | Buy |
80,519
+22,072
| +38% | +$623K | 0.07% | 248 |
|
|
2019
Q2 | $1.58M | Buy |
58,447
+36,049
| +161% | +$973K | 0.05% | 292 |
|
|
2019
Q1 | $555K | Sell |
22,398
-13,614
| -38% | -$337K | 0.04% | 319 |
|
|
2018
Q4 | $885K | Sell |
36,012
-4,825
| -12% | -$119K | 0.15% | 162 |
|
|
2018
Q3 | $934K | Buy |
40,837
+13,574
| +50% | +$310K | 0.05% | 230 |
|
|
2018
Q2 | $655K | Sell |
27,263
-7,548
| -22% | -$181K | 0.04% | 228 |
|
|
2018
Q1 | $886K | Buy |
34,811
+9,674
| +38% | +$246K | 0.07% | 183 |
|
|
2017
Q4 | $629K | Buy |
25,137
+8,069
| +47% | +$202K | 0.06% | 215 |
|
|
2017
Q3 | $420K | Sell |
17,068
-8,420
| -33% | -$207K | 0.04% | 257 |
|
|
2017
Q2 | $609K | Buy |
25,488
+13,785
| +118% | +$329K | 0.07% | 207 |
|
|
2017
Q1 | $281K | Buy |
11,703
+5,044
| +76% | +$121K | 0.05% | 218 |
|
|
2016
Q4 | $148K | Buy |
+6,659
| New | +$148K | 0.06% | 187 |
|