B. Riley 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 | $5M | Buy |
+80,222
| New | +$5M | 0.23% | 88 |
|
|
2024
Q4 | $8.11M | Sell |
163,806
-181,708
| -53% | -$9M | 0.27% | 79 |
|
|
2024
Q3 | $17.2M | Buy |
345,514
+114,650
| +50% | +$5.72M | 0.48% | 35 |
|
|
2024
Q2 | $10.1M | Buy |
230,864
+124,415
| +117% | +$5.47M | 0.26% | 81 |
|
|
2024
Q1 | $3.72M | Sell |
106,449
-72,863
| -41% | -$2.55M | 0.1% | 203 |
|
|
2023
Q4 | $7M | Buy |
179,312
+72,863
| +68% | +$2.84M | 0.19% | 119 |
|
|
2023
Q3 | $3.72M | Sell |
106,449
-44,036
| -29% | -$1.54M | 0.1% | 203 |
|
|
2023
Q2 | $5.48M | Sell |
150,485
-50,200
| -25% | -$1.83M | 0.12% | 171 |
|
|
2023
Q1 | $7.5M | Buy |
200,685
+68,694
| +52% | +$2.57M | 0.2% | 115 |
|
|
2022
Q4 | $4.57M | Buy |
131,991
+33,072
| +33% | +$1.14M | 0.13% | 178 |
|
|
2022
Q3 | $3.12M | Sell |
98,919
-71,289
| -42% | -$2.25M | 0.09% | 219 |
|
|
2022
Q2 | $5.84M | Sell |
170,208
-9,582
| -5% | -$329K | 0.25% | 91 |
|
|
2022
Q1 | $6.62M | Sell |
179,790
-52,130
| -22% | -$1.92M | 0.22% | 99 |
|
|
2021
Q4 | $8.07M | Buy |
231,920
+58,978
| +34% | +$2.05M | 0.23% | 92 |
|
|
2021
Q3 | $5.78M | Buy |
172,942
+9,341
| +6% | +$312K | 0.18% | 117 |
|
|
2021
Q2 | $5.52M | Sell |
163,601
-35,961
| -18% | -$1.21M | 0.18% | 133 |
|
|
2021
Q1 | $6.52M | Buy |
199,562
+151,152
| +312% | +$4.94M | 0.23% | 97 |
|
|
2020
Q4 | $1.76M | Sell |
48,410
-16,236
| -25% | -$589K | 0.09% | 223 |
|
|
2020
Q3 | $2.33M | Buy |
64,646
+2,025
| +3% | +$72.8K | 0.12% | 176 |
|
|
2020
Q2 | $2.13M | Buy |
62,621
+11,114
| +22% | +$378K | 0.14% | 159 |
|
|
2020
Q1 | $1.55M | Buy |
51,507
+23,151
| +82% | +$698K | 0.13% | 161 |
|
|
2019
Q4 | $823K | Sell |
28,356
-2,439
| -8% | -$70.8K | 0.07% | 274 |
|
|
2019
Q3 | $869K | Buy |
30,795
+23,591
| +327% | +$666K | 0.09% | 244 |
|
|
2019
Q2 | $195K | Sell |
7,204
-6,963
| -49% | -$188K | 0.02% | 722 |
|
|
2019
Q1 | $351K | Buy |
14,167
+8,998
| +174% | +$223K | 0.04% | 439 |
|
|
2018
Q4 | $128K | Sell |
5,169
-654
| -11% | -$16.2K | 0.02% | 608 |
|
|
2018
Q3 | $134K | Sell |
5,823
-2,042
| -26% | -$47K | 0.02% | 672 |
|
|
2018
Q2 | $190K | Buy |
7,865
+448
| +6% | +$10.8K | 0.03% | 615 |
|
|
2018
Q1 | $189K | Buy |
+7,417
| New | +$189K | 0.03% | 596 |
|
|
2015
Q1 | – | Sell |
-1,694
| Closed | -$39 | – | 1216 |
|
|
2014
Q4 | $39 | Buy |
+1,694
| New | +$39 | ﹤0.01% | 2219 |
|
|
2014
Q3 | – | Sell |
-1,943
| Closed | -$50.1K | – | 1217 |
|
|
2014
Q2 | $50.1K | Sell |
1,943
-1,940
| -50% | -$50K | 0.01% | 1033 |
|
|
2014
Q1 | $97K | Sell |
3,883
-5,279
| -58% | -$132K | 0.03% | 621 |
|
|
2013
Q4 | $214K | Sell |
9,162
-287
| -3% | -$6.7K | 0.07% | 323 |
|
|
2013
Q3 | $244K | Sell |
9,449
-1,548
| -14% | -$40K | 0.08% | 273 |
|
|
2013
Q2 | $264K | Buy |
+10,997
| New | +$264K | 0.09% | 258 |
|