AWM
Avior Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
50,320
-662
| -1% | -$41.3K | 0.11% | 144 |
|
|
2025
Q1 | $3.01M | Sell |
50,982
-1,329
| -3% | -$78.4K | 0.11% | 141 |
|
|
2024
Q4 | $2.59M | Buy |
52,311
+3,098
| +6% | +$153K | 0.09% | 151 |
|
|
2024
Q3 | $2.45M | Sell |
49,213
-47
| -0.1% | -$2.34K | 0.1% | 148 |
|
|
2024
Q2 | $2.16M | Sell |
49,260
-11,749
| -19% | -$516K | 0.09% | 156 |
|
|
2024
Q1 | $2.56M | Buy |
61,009
+7,067
| +13% | +$297K | 0.12% | 137 |
|
|
2023
Q4 | $2.11M | Sell |
53,942
-1,653
| -3% | -$64.5K | 0.13% | 129 |
|
|
2023
Q3 | $1.95M | Sell |
55,595
-2,435
| -4% | -$85.2K | 0.13% | 121 |
|
|
2023
Q2 | $2.11M | Sell |
58,030
-2,346
| -4% | -$85.4K | 0.14% | 120 |
|
|
2023
Q1 | $2.26M | Buy |
60,376
+14,029
| +30% | +$524K | 0.15% | 116 |
|
|
2022
Q4 | $1.6M | Sell |
46,347
-2,434
| -5% | -$84.2K | 0.12% | 135 |
|
|
2022
Q3 | $1.54M | Sell |
48,781
-682
| -1% | -$21.5K | 0.13% | 125 |
|
|
2022
Q2 | $1.7M | Sell |
49,463
-3,960
| -7% | -$136K | 0.17% | 106 |
|
|
2022
Q1 | $1.97M | Buy |
53,423
+3,482
| +7% | +$128K | 0.17% | 107 |
|
|
2021
Q4 | $1.74M | Buy |
49,941
+1,557
| +3% | +$54.2K | 0.14% | 117 |
|
|
2021
Q3 | $1.62M | Sell |
48,384
-905
| -2% | -$30.2K | 0.13% | 128 |
|
|
2021
Q2 | $1.66M | Sell |
49,289
-55,554
| -53% | -$1.87M | 0.17% | 117 |
|
|
2021
Q1 | $1.7M | Sell |
104,843
-11,741
| -10% | -$191K | 0.18% | 116 |
|
|
2020
Q4 | $2.11M | Buy |
116,584
+11,226
| +11% | +$203K | 0.26% | 91 |
|
|
2020
Q3 | $1.9M | Sell |
105,358
-23,839
| -18% | -$429K | 0.27% | 83 |
|
|
2020
Q2 | $2.2M | Sell |
129,197
-2,624
| -2% | -$44.6K | 0.34% | 70 |
|
|
2020
Q1 | $1.99M | Sell |
131,821
-17,939
| -12% | -$270K | 0.39% | 64 |
|
|
2019
Q4 | $2.17M | Sell |
149,760
-2,019
| -1% | -$29.3K | 0.35% | 71 |
|
|
2019
Q3 | $2.14M | Buy |
151,779
+1,075
| +0.7% | +$15.2K | 0.37% | 70 |
|
|
2019
Q2 | $2.04M | Buy |
150,704
+22,700
| +18% | +$307K | 0.37% | 74 |
|
|
2019
Q1 | $1.58M | Buy |
128,004
+11,347
| +10% | +$140K | 0.34% | 78 |
|
|
2018
Q4 | $1.43M | Buy |
116,657
+8,845
| +8% | +$109K | 0.35% | 70 |
|
|
2018
Q3 | $1.23M | Buy |
107,812
+9,970
| +10% | +$114K | 0.26% | 94 |
|
|
2018
Q2 | $1.18M | Buy |
97,842
+16,697
| +21% | +$201K | 0.27% | 93 |
|
|
2018
Q1 | $1.03M | Buy |
81,145
+15,992
| +25% | +$204K | 0.24% | 99 |
|
|
2017
Q4 | $815K | Buy |
65,153
+6,579
| +11% | +$82.3K | 0.18% | 115 |
|
|
2017
Q3 | $721K | Buy |
58,574
+15,662
| +36% | +$193K | 0.24% | 106 |
|
|
2017
Q2 | $512K | Buy |
42,912
+17,508
| +69% | +$209K | 0.21% | 95 |
|
|
2017
Q1 | $305K | Buy |
25,404
+15,793
| +164% | +$190K | 0.1% | 129 |
|
|
2016
Q4 | $106K | Buy |
9,611
+2,121
| +28% | +$23.4K | 0.04% | 165 |
|
|
2016
Q3 | $95K | Buy |
7,490
+3,560
| +91% | +$45.2K | 0.04% | 178 |
|
|
2016
Q2 | $50K | Hold |
3,930
| – | – | 0.02% | 209 |
|
|
2016
Q1 | $47K | Buy |
3,930
+843
| +27% | +$10.1K | 0.02% | 215 |
|
|
2015
Q4 | $32K | Buy |
3,087
+160
| +5% | +$1.66K | 0.02% | 207 |
|
|
2015
Q3 | $32K | Buy |
2,927
+450
| +18% | +$4.92K | 0.02% | 196 |
|
|
2015
Q2 | $28K | Hold |
2,477
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $28K | Hold |
2,477
| – | – | 0.02% | 179 |
|
|
2014
Q4 | $28K | Buy |
2,477
+254
| +11% | +$2.87K | 0.02% | 169 |
|
|
2014
Q3 | $26K | Hold |
2,223
| – | – | 0.02% | 176 |
|
|
2014
Q2 | $29K | Hold |
2,223
| – | – | 0.02% | 171 |
|
|
2014
Q1 | $28K | Buy |
+2,223
| New | +$28K | 0.02% | 169 |
|