Arax Advisory Partners’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 | $4.22M | Sell |
60,633
-3,998
| -6% | -$279K | 0.19% | 91 |
|
|
2025
Q1 | $3.81M | Sell |
64,631
-8,640
| -12% | -$509K | 0.24% | 74 |
|
|
2024
Q4 | $3.63M | Sell |
73,271
-3,309
| -4% | -$164K | 0.23% | 79 |
|
|
2024
Q3 | $3.81M | Sell |
76,580
-916
| -1% | -$45.5K | 0.34% | 47 |
|
|
2024
Q2 | $3.4M | Sell |
77,496
-5,703
| -7% | -$251K | 0.33% | 50 |
|
|
2024
Q1 | $3.5M | Sell |
83,199
-3,290
| -4% | -$138K | 0.37% | 47 |
|
|
2023
Q4 | $3.38M | Sell |
86,489
-2,442
| -3% | -$95.3K | 0.38% | 47 |
|
|
2023
Q3 | $3.11M | Sell |
88,931
-1,953
| -2% | -$68.3K | 0.39% | 45 |
|
|
2023
Q2 | $3.31M | Buy |
90,884
+131
| +0.1% | +$4.77K | 0.42% | 41 |
|
|
2023
Q1 | $3.39M | Sell |
90,753
-1,370
| -1% | -$51.2K | 0.45% | 39 |
|
|
2022
Q4 | $3.19M | Sell |
92,123
-19,529
| -17% | -$676K | 0.44% | 39 |
|
|
2022
Q3 | $3.52M | Sell |
111,652
-4,252
| -4% | -$134K | 0.56% | 33 |
|
|
2022
Q2 | $3.98M | Buy |
115,904
+3,867
| +3% | +$133K | 0.6% | 35 |
|
|
2022
Q1 | $4.13M | Sell |
112,037
-6,847
| -6% | -$252K | 0.55% | 37 |
|
|
2021
Q4 | $4.14M | Sell |
118,884
-3,849
| -3% | -$134K | 0.52% | 35 |
|
|
2021
Q3 | $4.1M | Sell |
122,733
-2,093
| -2% | -$69.9K | 0.56% | 32 |
|
|
2021
Q2 | $4.21M | Buy |
+124,826
| New | +$4.21M | 0.57% | 34 |
|
|
2020
Q4 | $4.54M | Buy |
125,315
+2,248
| +2% | +$81.5K | 0.67% | 32 |
|
|
2020
Q3 | $4.43M | Buy |
123,067
+1,263
| +1% | +$45.4K | 0.75% | 30 |
|
|
2020
Q2 | $4.14M | Sell |
121,804
-163
| -0.1% | -$5.54K | 0.74% | 31 |
|
|
2020
Q1 | $3.68M | Buy |
121,967
+121,123
| +14,351% | +$3.65M | 0.85% | 27 |
|
|
2019
Q4 | $24K | Hold |
844
| – | – | 0.01% | 401 |
|
|
2019
Q3 | $24K | Sell |
844
-3,286
| -80% | -$93.4K | 0.01% | 400 |
|
|
2019
Q2 | $112K | Buy |
+4,130
| New | +$112K | 0.04% | 215 |
|
|
2018
Q4 | $102K | Hold |
4,159
| – | – | 0.04% | 186 |
|
|
2018
Q3 | $95K | Buy |
+4,159
| New | +$95K | 0.04% | 204 |
|