Aveo Capital Partners’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 | – | Sell |
-227,972
| Closed | -$14.5M | – | 73 |
|
|
2025
Q1 | $14.5M | Sell |
227,972
-11,292
| -5% | -$611K | 2.41% | 10 |
|
|
2024
Q4 | $11.8M | Sell |
239,264
-28,707
| -11% | -$1.44M | 1.3% | 17 |
|
|
2024
Q3 | $13.3M | Buy |
267,971
+32,932
| +14% | +$1.54M | 1.41% | 17 |
|
|
2024
Q2 | $10.3M | Sell |
235,039
-23,914
| -9% | -$1.06M | 1.17% | 21 |
|
|
2024
Q1 | $11.3M | Buy |
258,953
+577
| +0.2% | +$22.6K | 1.23% | 18 |
|
|
2023
Q4 | $10.1M | Buy |
258,376
+39,780
| +18% | +$1.49M | 1.22% | 21 |
|
|
2023
Q3 | $7.65M | Sell |
218,596
-31,535
| -13% | -$1.15M | 1.01% | 21 |
|
|
2023
Q2 | $9.1M | Sell |
250,131
-27,912
| -10% | -$1.05M | 1.16% | 22 |
|
|
2023
Q1 | $10.4M | Buy |
278,043
+53,447
| +24% | +$1.92M | 1.39% | 17 |
|
|
2022
Q4 | $7.77M | Buy |
224,596
+45,812
| +26% | +$1.5M | 1.17% | 16 |
|
|
2022
Q3 | $5.64M | Sell |
178,784
-14,491
| -7% | -$475K | 0.97% | 22 |
|
|
2022
Q2 | $6.63M | Buy |
193,275
+27,949
| +17% | +$994K | 1.09% | 18 |
|
|
2022
Q1 | $6.09M | Buy |
165,326
+16,104
| +11% | +$575K | 1.07% | 16 |
|
|
2021
Q4 | $5.19M | Buy |
149,222
+4,346
| +3% | +$149K | 0.93% | 21 |
|
|
2021
Q3 | $4.84M | Buy |
144,876
+4,738
| +3% | +$161K | 1.01% | 20 |
|
|
2021
Q2 | $4.72M | Buy |
140,138
+12,568
| +10% | +$434K | 1.04% | 20 |
|
|
2021
Q1 | $4.15M | Buy |
127,570
+31,410
| +33% | +$1.07M | 1.05% | 22 |
|
|
2020
Q4 | $3.49M | Sell |
96,160
-45,689
| -32% | -$1.64M | 5.39% | 4 |
|
|
2020
Q3 | $5.1M | Buy |
141,849
+26,098
| +23% | +$953K | 1.84% | 13 |
|
|
2020
Q2 | $3.93M | Buy |
115,751
+89,414
| +339% | +$2.93M | 7.92% | 4 |
|
|
2020
Q1 | $794K | Sell |
26,337
-37,812
| -59% | -$1.14M | 0.39% | 58 |
|
|
2019
Q4 | $1.86M | Sell |
64,149
-95,325
| -60% | -$2.7M | 0.74% | 33 |
|
|
2019
Q3 | $4.6M | Buy |
159,474
+12,010
| +8% | +$339K | 1.9% | 9 |
|
|
2019
Q2 | $4.14M | Buy |
147,464
+102,474
| +228% | +$2.57M | 1.8% | 9 |
|
|
2019
Q1 | $1.11M | Sell |
44,990
-105,714
| -70% | -$2.64M | 0.51% | 59 |
|
|
2018
Q4 | $3.7M | Buy |
150,704
+105,166
| +231% | +$2.48M | 1.85% | 8 |
|
|
2018
Q3 | $1.07M | Buy |
45,538
+3,244
| +8% | +$75.4K | 0.48% | 45 |
|
|
2018
Q2 | $1.02M | Buy |
42,294
+18,345
| +77% | +$460K | 0.45% | 49 |
|
|
2018
Q1 | $610K | Buy |
23,949
+3,593
| +18% | +$91.7K | 0.25% | 62 |
|
|
2017
Q4 | $509K | Sell |
20,356
-11,043
| -35% | -$271K | 0.17% | 68 |
|
|
2017
Q3 | $773K | Hold |
31,399
| – | – | 0.27% | 47 |
|
|
2017
Q2 | $750K | Sell |
31,399
-5,000
| -14% | -$121K | 0.26% | 47 |
|
|
2017
Q1 | $874K | Sell |
36,399
-65,041
| -64% | -$1.53M | 0.32% | 41 |
|
|
2016
Q4 | $2.25M | Buy |
+101,440
| New | +$2.38M | 0.64% | 22 |
|
Other funds holding IAU
Aveo Capital Partners's IAU Position: Q2 2025 in Review
Aveo Capital Partners sold out of iShares Gold Trust (IAU) in Q2 2025, closing a stake of 227,972 shares — an estimated $14.5M sold.
Aveo Capital Partners first reported a position in IAU in Q4 2016 and held it in 34 quarters. The position peaked at $14.5M in Q1 2025. 1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.
- Aveo Capital Partners reported no remaining iShares Gold Trust position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 227,972 iShares Gold Trust shares in Q2 2025, an estimated $14.5M.
- Aveo Capital Partners first reported a position in iShares Gold Trust in Q4 2016 and held it in 34 quarters.
- Aveo Capital Partners's iShares Gold Trust position peaked at $14.5M in Q1 2025.
- 1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.