AIA
Arbor Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
6,459
-409
| -6% | -$25.5K | 0.05% | 67 |
|
|
2025
Q1 | $405K | Sell |
6,868
-239
| -3% | -$14.1K | 0.06% | 62 |
|
|
2024
Q4 | $352K | Sell |
7,107
-361
| -5% | -$17.9K | 0.05% | 69 |
|
|
2024
Q3 | $371K | Sell |
7,468
-216
| -3% | -$10.7K | 0.05% | 77 |
|
|
2024
Q2 | $338K | Hold |
7,684
| – | – | 0.05% | 67 |
|
|
2024
Q1 | $323K | Sell |
7,684
-867
| -10% | -$36.4K | 0.05% | 78 |
|
|
2023
Q4 | $334K | Hold |
8,551
| – | – | 0.05% | 70 |
|
|
2023
Q3 | $299K | Sell |
8,551
-174
| -2% | -$6.09K | 0.05% | 72 |
|
|
2023
Q2 | $318K | Sell |
8,725
-163
| -2% | -$5.93K | 0.06% | 74 |
|
|
2023
Q1 | $332K | Buy |
8,888
+1,716
| +24% | +$64.1K | 0.06% | 73 |
|
|
2022
Q4 | $248K | Sell |
7,172
-344
| -5% | -$11.9K | 0.05% | 88 |
|
|
2022
Q3 | $237K | Buy |
7,516
+289
| +4% | +$9.11K | 0.06% | 68 |
|
|
2022
Q2 | $248K | Hold |
7,227
| – | – | 0.05% | 88 |
|
|
2022
Q1 | $266K | Sell |
7,227
-620
| -8% | -$22.8K | 0.05% | 98 |
|
|
2021
Q4 | $273K | Hold |
7,847
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $262K | Buy |
7,847
+371
| +5% | +$12.4K | 0.05% | 86 |
|
|
2021
Q2 | $252K | Sell |
7,476
-6,578
| -47% | -$222K | 0.05% | 90 |
|
|
2021
Q1 | $229K | Hold |
14,054
| – | – | 0.05% | 91 |
|
|
2020
Q4 | $255K | Sell |
14,054
-1,683
| -11% | -$30.5K | 0.06% | 78 |
|
|
2020
Q3 | $283K | Hold |
15,737
| – | – | 0.07% | 68 |
|
|
2020
Q2 | $267K | Hold |
15,737
| – | – | 0.07% | 71 |
|
|
2020
Q1 | $237K | Hold |
15,737
| – | – | 0.08% | 69 |
|
|
2019
Q4 | $228K | Hold |
15,737
| – | – | 0.06% | 82 |
|
|
2019
Q3 | $222K | Hold |
15,737
| – | – | 0.07% | 76 |
|
|
2019
Q2 | $212K | Hold |
15,737
| – | – | 0.07% | 73 |
|
|
2019
Q1 | $195K | Sell |
15,737
-718
| -4% | -$8.9K | 0.06% | 71 |
|
|
2018
Q4 | $202K | Hold |
16,455
| – | – | 0.07% | 54 |
|
|
2018
Q3 | $188K | Hold |
16,455
| – | – | 0.07% | 57 |
|
|
2018
Q2 | $198K | Hold |
16,455
| – | – | 0.08% | 49 |
|
|
2018
Q1 | $209K | Buy |
16,455
+2,717
| +20% | +$34.5K | 0.09% | 42 |
|
|
2017
Q4 | $172K | Hold |
13,738
| – | – | 0.08% | 45 |
|
|
2017
Q3 | $169K | Sell |
13,738
-2,123
| -13% | -$26.1K | 0.08% | 40 |
|
|
2017
Q2 | $189K | Buy |
15,861
+858
| +6% | +$10.2K | 0.09% | 39 |
|
|
2017
Q1 | $180K | Hold |
15,003
| – | – | 0.09% | 38 |
|
|
2016
Q4 | $166K | Hold |
15,003
| – | – | 0.09% | 40 |
|
|
2016
Q3 | $190K | Hold |
15,003
| – | – | 0.1% | 40 |
|
|
2016
Q2 | $191K | Hold |
15,003
| – | – | 0.11% | 44 |
|
|
2016
Q1 | $178K | Buy |
15,003
+1,156
| +8% | +$13.7K | 0.11% | 37 |
|
|
2015
Q4 | $142K | Sell |
13,847
-1,167
| -8% | -$12K | 0.08% | 40 |
|
|
2015
Q3 | $162K | Hold |
15,014
| – | – | 0.1% | 36 |
|
|
2015
Q2 | $170K | Hold |
15,014
| – | – | 0.1% | 42 |
|
|
2015
Q1 | $172K | Sell |
15,014
-9,518
| -39% | -$109K | 0.1% | 43 |
|
|
2014
Q4 | $281K | Hold |
24,532
| – | – | 0.16% | 36 |
|
|
2014
Q3 | $287K | Hold |
24,532
| – | – | 0.16% | 36 |
|
|
2014
Q2 | $316K | Sell |
24,532
-1,816
| -7% | -$23.4K | 0.17% | 38 |
|
|
2014
Q1 | $328K | Hold |
26,348
| – | – | 0.19% | 37 |
|
|
2013
Q4 | $308K | Hold |
26,348
| – | – | 0.19% | 35 |
|
|
2013
Q3 | $340K | Buy |
26,348
+1,816
| +7% | +$23.4K | 0.22% | 33 |
|
|
2013
Q2 | $294K | Buy |
+24,532
| New | +$294K | 0.21% | 34 |
|