Arete Wealth Advisors’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 | $1.36M | Sell |
21,835
-51,706
| -70% | -$3.23M | 0.1% | 208 |
|
|
2025
Q1 | $4.34M | Buy |
73,541
+61,794
| +526% | +$3.64M | 0.33% | 67 |
|
|
2024
Q4 | $582K | Sell |
11,747
-41,726
| -78% | -$2.07M | 0.04% | 370 |
|
|
2024
Q3 | $2.65M | Buy |
53,473
+45,212
| +547% | +$2.24M | 0.23% | 97 |
|
|
2024
Q2 | $363K | Sell |
8,261
-2,666
| -24% | -$117K | 0.03% | 485 |
|
|
2024
Q1 | $459K | Buy |
10,927
+667
| +7% | +$28K | 0.04% | 303 |
|
|
2023
Q4 | $400K | Buy |
10,260
+3,370
| +49% | +$132K | 0.03% | 467 |
|
|
2023
Q3 | $241K | Sell |
6,890
-16,529
| -71% | -$578K | 0.04% | 397 |
|
|
2023
Q2 | $852K | Sell |
23,419
-46,002
| -66% | -$1.67M | 0.08% | 239 |
|
|
2023
Q1 | $2.59M | Buy |
69,421
+22,470
| +48% | +$840K | 0.21% | 100 |
|
|
2022
Q4 | $1.62B | Sell |
46,951
-21,587
| -31% | -$747M | 0.14% | 130 |
|
|
2022
Q3 | $2.16M | Buy |
68,538
+19,330
| +39% | +$609K | 0.21% | 97 |
|
|
2022
Q2 | $1.69M | Buy |
49,208
+5,548
| +13% | +$190K | 0.17% | 106 |
|
|
2022
Q1 | $1.61M | Buy |
43,660
+5,930
| +16% | +$218K | 0.13% | 135 |
|
|
2021
Q4 | $1.31M | Buy |
+37,730
| New | +$1.31M | 0.11% | 158 |
|
|
2021
Q3 | – | Sell |
-33,605
| Closed | -$76K | – | 430 |
|
|
2021
Q2 | $76K | Buy |
33,605
+3,616
| +12% | +$8.18K | 0.01% | 360 |
|
|
2021
Q1 | $975K | Sell |
29,989
-787
| -3% | -$25.6K | 0.12% | 163 |
|
|
2020
Q4 | $1.14M | Buy |
30,776
+2,973
| +11% | +$110K | 0.16% | 137 |
|
|
2020
Q3 | $1.01M | Buy |
27,803
+138
| +0.5% | +$5K | 0.15% | 151 |
|
|
2020
Q2 | $940K | Buy |
27,665
+1,950
| +8% | +$66.3K | 0.16% | 150 |
|
|
2020
Q1 | $775K | Sell |
25,715
-6,151
| -19% | -$185K | 0.15% | 150 |
|
|
2019
Q4 | $924K | Buy |
31,866
+837
| +3% | +$24.3K | 0.16% | 148 |
|
|
2019
Q3 | $875K | Buy |
31,029
+12,686
| +69% | +$358K | 0.17% | 148 |
|
|
2019
Q2 | $495K | Buy |
18,343
+1,683
| +10% | +$45.4K | 0.1% | 221 |
|
|
2019
Q1 | $412K | Buy |
16,660
+773
| +5% | +$19.1K | 0.09% | 238 |
|
|
2018
Q4 | $390K | Sell |
15,887
-1,446
| -8% | -$35.5K | 0.09% | 226 |
|
|
2018
Q3 | $396K | Sell |
17,333
-427
| -2% | -$9.76K | 0.09% | 221 |
|
|
2018
Q2 | $427K | Buy |
17,760
+1,841
| +12% | +$44.3K | 0.1% | 214 |
|
|
2018
Q1 | $405K | Buy |
15,919
+2,286
| +17% | +$58.2K | 0.13% | 191 |
|
|
2017
Q4 | $341K | Sell |
13,633
-5,055
| -27% | -$126K | 0.11% | 216 |
|
|
2017
Q3 | $460K | Buy |
18,688
+5,037
| +37% | +$124K | 0.18% | 160 |
|
|
2017
Q2 | $326K | Buy |
13,651
+870
| +7% | +$20.8K | 0.15% | 179 |
|
|
2017
Q1 | $307K | Buy |
12,781
+1,345
| +12% | +$32.3K | 0.13% | 154 |
|
|
2016
Q4 | $253K | Buy |
11,436
+4,581
| +67% | +$101K | 0.12% | 152 |
|
|
2016
Q3 | $174K | Buy |
6,855
+833
| +14% | +$21.1K | 0.1% | 140 |
|
|
2016
Q2 | $154K | Hold |
6,022
| – | – | 0.1% | 133 |
|
|
2016
Q1 | $143K | Hold |
6,022
| – | – | 0.09% | 140 |
|
|
2015
Q4 | $123K | Buy |
+6,022
| New | +$123K | 0.07% | 125 |
|
|
2015
Q2 | – | Sell |
-5,054
| Closed | -$116K | – | 155 |
|
|
2015
Q1 | $116K | Buy |
+5,054
| New | +$116K | 0.07% | 143 |
|