BIAS
Beacon Investment 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 | $57.4M | Buy |
919,938
+10,316
| +1% | +$643K | 2.53% | 8 |
|
|
2025
Q1 | $53.6M | Sell |
909,622
-26,575
| -3% | -$1.57M | 2.51% | 9 |
|
|
2024
Q4 | $46.4M | Sell |
936,197
-97,704
| -9% | -$4.84M | 2.01% | 11 |
|
|
2024
Q3 | $51.4M | Sell |
1,033,901
-16,086
| -2% | -$799K | 2.14% | 9 |
|
|
2024
Q2 | $46.1M | Sell |
1,049,987
-8,775
| -0.8% | -$385K | 1.98% | 10 |
|
|
2024
Q1 | $44.5M | Buy |
1,058,762
+3,632
| +0.3% | +$153K | 1.92% | 12 |
|
|
2023
Q4 | $41.2M | Sell |
1,055,130
-9,941
| -0.9% | -$388K | 1.87% | 12 |
|
|
2023
Q3 | $37.3M | Sell |
1,065,071
-19,475
| -2% | -$681K | 1.83% | 13 |
|
|
2023
Q2 | $39.5M | Buy |
1,084,546
+6,932
| +0.6% | +$252K | 1.82% | 15 |
|
|
2023
Q1 | $40.3M | Sell |
1,077,614
-3,851
| -0.4% | -$144K | 1.96% | 14 |
|
|
2022
Q4 | $37.4M | Sell |
1,081,465
-7,334
| -0.7% | -$254K | 1.92% | 15 |
|
|
2022
Q3 | $34.3M | Sell |
1,088,799
-11,171
| -1% | -$352K | 1.89% | 12 |
|
|
2022
Q2 | $37.7M | Sell |
1,099,970
-15,910
| -1% | -$546K | 1.97% | 12 |
|
|
2022
Q1 | $41.1M | Sell |
1,115,880
-4,119
| -0.4% | -$152K | 1.75% | 13 |
|
|
2021
Q4 | $39M | Buy |
1,119,999
+63,999
| +6% | +$2.23M | 1.51% | 17 |
|
|
2021
Q3 | $35.3M | Buy |
1,056,000
+45,853
| +5% | +$1.53M | 1.46% | 17 |
|
|
2021
Q2 | $34.1M | Sell |
1,010,147
-944,830
| -48% | -$31.9M | 1.38% | 18 |
|
|
2021
Q1 | $31.8M | Buy |
1,954,977
+91,148
| +5% | +$1.48M | 1.39% | 18 |
|
|
2020
Q4 | $33.8M | Buy |
1,863,829
+12,499
| +0.7% | +$227K | 1.56% | 15 |
|
|
2020
Q3 | $33.3M | Buy |
1,851,330
+41,848
| +2% | +$753K | 1.73% | 12 |
|
|
2020
Q2 | $30.7M | Buy |
1,809,482
+1,348,874
| +293% | +$22.9M | 1.75% | 13 |
|
|
2020
Q1 | $6.94M | Buy |
460,608
+795
| +0.2% | +$12K | 0.49% | 59 |
|
|
2019
Q4 | $6.67M | Buy |
459,813
+37,716
| +9% | +$547K | 0.36% | 72 |
|
|
2019
Q3 | $5.95M | Buy |
422,097
+111,886
| +36% | +$1.58M | 0.6% | 46 |
|
|
2019
Q2 | $4.19M | Sell |
310,211
-14,776
| -5% | -$199K | 0.44% | 64 |
|
|
2019
Q1 | $4.02M | Buy |
324,987
+34,372
| +12% | +$425K | 0.43% | 67 |
|
|
2018
Q4 | $3.57M | Sell |
290,615
-4,827
| -2% | -$59.3K | 0.4% | 68 |
|
|
2018
Q3 | $3.38M | Buy |
295,442
+249,173
| +539% | +$2.85M | 0.33% | 76 |
|
|
2018
Q2 | $556K | Sell |
46,269
-9,370
| -17% | -$113K | 0.06% | 150 |
|
|
2018
Q1 | $708K | Sell |
55,639
-746
| -1% | -$9.49K | 0.07% | 133 |
|
|
2017
Q4 | $705K | Sell |
56,385
-38,742
| -41% | -$484K | 0.07% | 130 |
|
|
2017
Q3 | $1.17M | Buy |
95,127
+53,783
| +130% | +$662K | 0.1% | 118 |
|
|
2017
Q2 | $494K | Buy |
41,344
+979
| +2% | +$11.7K | 0.09% | 40 |
|
|
2017
Q1 | $485K | Buy |
40,365
+6,551
| +19% | +$78.7K | 0.09% | 37 |
|
|
2016
Q4 | $375K | Buy |
33,814
+4,139
| +14% | +$45.9K | 0.07% | 48 |
|
|
2016
Q3 | $377K | Buy |
+29,675
| New | +$377K | 0.08% | 46 |
|