Avantax Advisory Services’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 | $21.3M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $7.65M | Buy |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $3.13M | Sell |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $3.35M | Buy |
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|
2021
Q1 | $3.1M | Buy |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | $162K | Sell |
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|
2018
Q4 | $168K | Buy |
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