Allworth Financial’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 | $18M | Buy |
288,908
+31,112
| +12% | +$1.94M | 0.09% | 132 |
|
|
2025
Q1 | $16.3M | Sell |
257,796
-9,066
| -3% | -$572K | 0.09% | 128 |
|
|
2024
Q4 | $13.9M | Buy |
266,862
+61,324
| +30% | +$3.19M | 0.08% | 136 |
|
|
2024
Q3 | $10.2M | Sell |
205,538
-5,104
| -2% | -$254K | 0.06% | 139 |
|
|
2024
Q2 | $9.55M | Buy |
210,642
+38,814
| +23% | +$1.76M | 0.06% | 139 |
|
|
2024
Q1 | $7.22M | Buy |
171,828
+2,396
| +1% | +$101K | 0.05% | 149 |
|
|
2023
Q4 | $6.61M | Sell |
169,432
-5,391
| -3% | -$210K | 0.05% | 159 |
|
|
2023
Q3 | $6.12M | Buy |
174,823
+2,257
| +1% | +$79K | 0.05% | 145 |
|
|
2023
Q2 | $6.28M | Buy |
172,566
+8,383
| +5% | +$305K | 0.05% | 144 |
|
|
2023
Q1 | $6.14M | Buy |
164,183
+822
| +0.5% | +$30.7K | 0.06% | 136 |
|
|
2022
Q4 | $5.65M | Buy |
163,361
+2,218
| +1% | +$76.7K | 0.06% | 132 |
|
|
2022
Q3 | $5.08M | Buy |
161,143
+6,116
| +4% | +$193K | 0.06% | 133 |
|
|
2022
Q2 | $5.32M | Buy |
155,027
+404
| +0.3% | +$13.9K | 0.07% | 129 |
|
|
2022
Q1 | $5.7M | Buy |
154,623
+547
| +0.4% | +$20.1K | 0.07% | 125 |
|
|
2021
Q4 | $5.36M | Sell |
154,076
-10,651
| -6% | -$371K | 0.08% | 117 |
|
|
2021
Q3 | $5.5M | Buy |
164,727
+114,943
| +231% | +$3.84M | 0.09% | 93 |
|
|
2021
Q2 | $1.68M | Buy |
49,784
+138
| +0.3% | +$4.65K | 0.03% | 144 |
|
|
2021
Q1 | $1.61M | Buy |
49,646
+1,492
| +3% | +$48.5K | 0.03% | 128 |
|
|
2020
Q4 | $1.75M | Buy |
48,154
+42,647
| +774% | +$1.55M | 0.05% | 84 |
|
|
2020
Q3 | $198K | Buy |
5,507
+2,279
| +71% | +$81.9K | 0.01% | 243 |
|
|
2020
Q2 | $110K | Sell |
3,228
-5,609
| -63% | -$191K | ﹤0.01% | 302 |
|
|
2020
Q1 | $266K | Buy |
8,837
+4,839
| +121% | +$146K | 0.01% | 211 |
|
|
2019
Q4 | $116K | Buy |
3,998
+1,453
| +57% | +$42.2K | ﹤0.01% | 257 |
|
|
2019
Q3 | $72K | Buy |
2,545
+308
| +14% | +$8.71K | ﹤0.01% | 277 |
|
|
2019
Q2 | $60K | Buy |
2,237
+90
| +4% | +$2.41K | ﹤0.01% | 295 |
|
|
2019
Q1 | $53K | Sell |
2,147
-194
| -8% | -$4.79K | ﹤0.01% | 301 |
|
|
2018
Q4 | $58K | Buy |
2,341
+29
| +1% | +$718 | ﹤0.01% | 263 |
|
|
2018
Q3 | $53K | Buy |
2,312
+157
| +7% | +$3.6K | ﹤0.01% | 285 |
|
|
2018
Q2 | $52K | Sell |
2,155
-23
| -1% | -$555 | ﹤0.01% | 276 |
|
|
2018
Q1 | $55K | Sell |
2,178
-4
| -0.2% | -$101 | ﹤0.01% | 238 |
|
|
2017
Q4 | $55K | Buy |
2,182
+158
| +8% | +$3.98K | ﹤0.01% | 232 |
|
|
2017
Q3 | $50K | Sell |
2,024
-2,303
| -53% | -$56.9K | ﹤0.01% | 240 |
|
|
2017
Q2 | $103K | Buy |
4,327
+1,191
| +38% | +$28.4K | 0.01% | 172 |
|
|
2017
Q1 | $75K | Buy |
3,136
+2,378
| +314% | +$56.9K | 0.01% | 190 |
|
|
2016
Q4 | $17K | Buy |
758
+533
| +237% | +$12K | ﹤0.01% | 340 |
|
|
2016
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 468 |
|
|
2016
Q2 | $6K | Sell |
225
-938
| -81% | -$25K | ﹤0.01% | 434 |
|
|
2016
Q1 | $28K | Buy |
1,163
+331
| +40% | +$7.97K | ﹤0.01% | 266 |
|
|
2015
Q4 | $17K | Hold |
832
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $18K | Hold |
832
| – | – | 0.01% | 317 |
|
|
2015
Q2 | $19K | Hold |
832
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $19K | Buy |
+832
| New | +$19K | 0.01% | 304 |
|