Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $4.34M | Buy |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $852K | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $1.62B | Sell |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $76K | Buy |
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|
2021
Q1 | $975K | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $940K | Buy |
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|
2020
Q1 | $775K | Sell |
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|
2019
Q4 | $924K | Buy |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $396K | Sell |
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|
2018
Q2 | $427K | Buy |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $341K | Sell |
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|
2017
Q3 | $460K | Buy |
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|
2017
Q2 | $326K | Buy |
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|
2017
Q1 | $307K | Buy |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $174K | Buy |
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|
2016
Q2 | $154K | Hold |
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|
2016
Q1 | $143K | Hold |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $116K | Buy |
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