Ameritas Advisory Services’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 | $3.39M | Buy |
54,399
+7,780
| +17% | +$485K | 0.18% | 121 |
|
|
2025
Q1 | $2.37M | Sell |
46,619
-10,770
| -19% | -$548K | 0.1% | 203 |
|
|
2024
Q4 | $2.84M | Buy |
57,389
+24,653
| +75% | +$1.22M | 0.1% | 194 |
|
|
2024
Q3 | $1.63M | Sell |
32,736
-10,713
| -25% | -$532K | 0.07% | 274 |
|
|
2024
Q2 | $1.91M | Buy |
43,449
+2,717
| +7% | +$119K | 0.07% | 261 |
|
|
2024
Q1 | $1.75M | Buy |
40,732
+15,232
| +60% | +$654K | 0.07% | 259 |
|
|
2023
Q4 | $979K | Sell |
25,500
-17,303
| -40% | -$664K | 0.05% | 290 |
|
|
2023
Q3 | $1.55M | Buy |
42,803
+19,001
| +80% | +$686K | 0.08% | 243 |
|
|
2023
Q2 | $868K | Sell |
23,802
-18,303
| -43% | -$667K | 0.11% | 207 |
|
|
2023
Q1 | $1.58M | Sell |
42,105
-5,648
| -12% | -$212K | 0.08% | 231 |
|
|
2022
Q4 | $1.65M | Buy |
47,753
+278
| +0.6% | +$9.62K | 0.08% | 249 |
|
|
2022
Q3 | $1.5M | Buy |
47,475
+1,522
| +3% | +$48K | 0.09% | 220 |
|
|
2022
Q2 | $1.58M | Buy |
45,953
+10,666
| +30% | +$366K | 0.09% | 216 |
|
|
2022
Q1 | $1.3M | Buy |
35,287
+1,434
| +4% | +$52.8K | 0.05% | 284 |
|
|
2021
Q4 | $1.18M | Buy |
+33,853
| New | +$1.18M | 0.04% | 307 |
|