AFA
AllGen Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Sell |
361,432
-6,324
| -2% | -$394K | 6.05% | 4 |
|
|
2025
Q1 | $21.7M | Sell |
367,756
-27,345
| -7% | -$1.61M | 6.42% | 4 |
|
|
2024
Q4 | $19.6M | Sell |
395,101
-8,702
| -2% | -$431K | 6.57% | 4 |
|
|
2024
Q3 | $20.1M | Buy |
403,803
+6,504
| +2% | +$323K | 6.51% | 4 |
|
|
2024
Q2 | $17.5M | Buy |
397,299
+59,642
| +18% | +$2.62M | 6.62% | 5 |
|
|
2024
Q1 | $14.2M | Buy |
337,657
+8,513
| +3% | +$358K | 5.77% | 5 |
|
|
2023
Q4 | $12.8M | Buy |
+329,144
| New | +$12.8M | 6.68% | 4 |
|
|
2022
Q4 | – | Sell |
-298,512
| Closed | -$8.66M | – | 40 |
|
|
2022
Q3 | $8.66M | Buy |
298,512
+85,942
| +40% | +$2.49M | 6.74% | 4 |
|
|
2022
Q2 | $6.86M | Buy |
+212,570
| New | +$6.86M | 5.64% | 5 |
|
|
2021
Q3 | – | Sell |
-440,265
| Closed | -$14.8M | – | 35 |
|
|
2021
Q2 | $14.8M | Sell |
440,265
-501,928
| -53% | -$16.9M | 11.39% | 3 |
|
|
2021
Q1 | $15.3M | Buy |
942,193
+11,367
| +1% | +$185K | 12.52% | 2 |
|
|
2020
Q4 | $16.9M | Buy |
+930,826
| New | +$16.9M | 15.64% | 2 |
|