AllSquare Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,045
| Closed | -$45.9K | – | 546 |
|
|
2024
Q2 | $45.9K | Hold |
1,045
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $43.9K | Hold |
1,045
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $40.8K | Hold |
1,045
| – | – | 0.03% | 230 |
|
|
2023
Q3 | $36.6K | Hold |
1,045
| – | – | 0.02% | 236 |
|
|
2023
Q2 | $38.8K | Hold |
1,045
| – | – | 0.03% | 236 |
|
|
2023
Q1 | $39.1K | Hold |
1,045
| – | – | 0.03% | 236 |
|
|
2022
Q4 | $36.1K | Hold |
1,045
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $33K | Hold |
1,045
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $36K | Hold |
1,045
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $38K | Hold |
1,045
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $36K | Hold |
1,045
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $35K | Hold |
1,045
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $35K | Hold |
1,045
| – | – | 0.02% | 272 |
|
|
2021
Q1 | $34K | Hold |
1,045
| – | – | 0.02% | 270 |
|
|
2020
Q4 | $38K | Hold |
1,045
| – | – | 0.03% | 226 |
|
|
2020
Q3 | $38K | Hold |
1,045
| – | – | 0.03% | 223 |
|
|
2020
Q2 | $36K | Hold |
1,045
| – | – | 0.03% | 219 |
|
|
2020
Q1 | $31K | Hold |
1,045
| – | – | 0.03% | 203 |
|
|
2019
Q4 | $30K | Hold |
1,045
| – | – | 0.02% | 235 |
|
|
2019
Q3 | $29K | Hold |
1,045
| – | – | 0.02% | 234 |
|
|
2019
Q2 | $28K | Hold |
1,045
| – | – | 0.02% | 241 |
|
|
2019
Q1 | $26K | Hold |
1,045
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $26K | Hold |
1,045
| – | – | 0.02% | 232 |
|
|
2018
Q3 | $24K | Sell |
1,045
-331
| -24% | -$7.69K | 0.02% | 248 |
|
|
2018
Q2 | $33K | Hold |
1,376
| – | – | 0.02% | 220 |
|
|
2018
Q1 | $35K | Hold |
1,376
| – | – | 0.03% | 178 |
|
|
2017
Q4 | $34K | Hold |
1,376
| – | – | 0.03% | 180 |
|
|
2017
Q3 | $34K | Buy |
+1,376
| New | +$33.8K | 0.03% | 168 |
|
|
2017
Q2 | – | Sell |
-1,376
| Closed | -$33K | – | 264 |
|
|
2017
Q1 | $33K | Buy |
1,376
+116
| +9% | +$2.73K | 0.03% | 163 |
|
|
2016
Q4 | $28K | Buy |
1,260
+59
| +5% | +$1.38K | 0.03% | 168 |
|
|
2016
Q3 | $30K | Hold |
1,201
| – | – | 0.03% | 150 |
|
|
2016
Q2 | $31K | Buy |
1,201
+156
| +15% | +$3.79K | 0.03% | 144 |
|
|
2016
Q1 | $25K | Hold |
1,045
| – | – | 0.02% | 154 |
|
|
2015
Q4 | $21K | Hold |
1,045
| – | – | 0.02% | 168 |
|
|
2015
Q3 | $23K | Hold |
1,045
| – | – | 0.02% | 160 |
|
|
2015
Q2 | $24K | Hold |
1,045
| – | – | 0.02% | 162 |
|
|
2015
Q1 | $24K | Hold |
1,045
| – | – | 0.02% | 157 |
|
|
2014
Q4 | $24K | Buy |
+1,045
| New | +$24.3K | 0.02% | 162 |
|
Other funds holding IAU
AllSquare Wealth Management's IAU Position: Q3 2024 in Review
AllSquare Wealth Management sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 1,045 shares — an estimated $45.9K sold.
AllSquare Wealth Management first reported a position in IAU in Q4 2014 and held it in 38 quarters. The position peaked at $45.9K in Q2 2024. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.
- AllSquare Wealth Management reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
- AllSquare Wealth Management sold 1,045 iShares Gold Trust shares in Q3 2024, an estimated $45.9K.
- AllSquare Wealth Management first reported a position in iShares Gold Trust in Q4 2014 and held it in 38 quarters.
- AllSquare Wealth Management's iShares Gold Trust position peaked at $45.9K in Q2 2024.
- 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.
Based on AllSquare Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.