AAS
Avantax Advisory Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
341,605
+24,889
| +8% | +$1.55M | 0.12% | 138 |
|
|
2025
Q1 | $18.7M | Buy |
316,716
+162,279
| +105% | +$9.57M | 0.11% | 138 |
|
|
2024
Q4 | $7.65M | Buy |
154,437
+92,325
| +149% | +$4.57M | 0.05% | 289 |
|
|
2024
Q3 | $3.09M | Buy |
62,112
+1,016
| +2% | +$50.5K | 0.02% | 535 |
|
|
2024
Q2 | $2.68M | Buy |
61,096
+26,302
| +76% | +$1.16M | 0.02% | 561 |
|
|
2024
Q1 | $1.46M | Sell |
34,794
-1,602
| -4% | -$67.3K | 0.01% | 634 |
|
|
2023
Q4 | $1.42M | Sell |
36,396
-6,218
| -15% | -$243K | 0.01% | 605 |
|
|
2023
Q3 | $1.49M | Sell |
42,614
-25,902
| -38% | -$906K | 0.02% | 557 |
|
|
2023
Q2 | $2.49M | Buy |
68,516
+22,079
| +48% | +$803K | 0.03% | 393 |
|
|
2023
Q1 | $1.74M | Buy |
46,437
+381
| +0.8% | +$14.2K | 0.02% | 482 |
|
|
2022
Q4 | $1.59M | Sell |
46,056
-52,552
| -53% | -$1.82M | 0.02% | 486 |
|
|
2022
Q3 | $3.11M | Buy |
98,608
+7,388
| +8% | +$233K | 0.05% | 284 |
|
|
2022
Q2 | $3.13M | Sell |
91,220
-975
| -1% | -$33.5K | 0.05% | 285 |
|
|
2022
Q1 | $3.4M | Sell |
92,195
-892
| -1% | -$32.9K | 0.05% | 277 |
|
|
2021
Q4 | $3.24M | Sell |
93,087
-9,417
| -9% | -$328K | 0.05% | 274 |
|
|
2021
Q3 | $3.43M | Buy |
102,504
+2,848
| +3% | +$95.2K | 0.06% | 247 |
|
|
2021
Q2 | $3.35M | Sell |
99,656
-91,565
| -48% | -$3.08M | 0.06% | 236 |
|
|
2021
Q1 | $3.1M | Buy |
191,221
+760
| +0.4% | +$12.3K | 0.07% | 218 |
|
|
2020
Q4 | $3.46M | Sell |
190,461
-11,338
| -6% | -$206K | 0.08% | 174 |
|
|
2020
Q3 | $3.63M | Buy |
201,799
+121,628
| +152% | +$2.19M | 0.06% | 250 |
|
|
2020
Q2 | $1.36M | Buy |
80,171
+11,150
| +16% | +$189K | 0.04% | 291 |
|
|
2020
Q1 | $1.04M | Buy |
69,021
+25,616
| +59% | +$384K | 0.03% | 295 |
|
|
2019
Q4 | $627K | Buy |
43,405
+16,920
| +64% | +$244K | 0.01% | 417 |
|
|
2019
Q3 | $372K | Buy |
26,485
+12,378
| +88% | +$174K | 0.02% | 378 |
|
|
2019
Q2 | $190K | Buy |
14,107
+1,029
| +8% | +$13.9K | 0.01% | 491 |
|
|
2019
Q1 | $162K | Sell |
13,078
-663
| -5% | -$8.21K | 0.01% | 471 |
|
|
2018
Q4 | $168K | Buy |
+13,741
| New | +$168K | 0.03% | 387 |
|