Beacon Pointe 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 | $22.1M | Sell |
355,094
-9,630
| -3% | -$601K | 0.23% | 102 |
|
|
2025
Q1 | $21.5M | Sell |
364,724
-8,527
| -2% | -$503K | 0.24% | 96 |
|
|
2024
Q4 | $18.5M | Buy |
373,251
+5,071
| +1% | +$251K | 0.2% | 114 |
|
|
2024
Q3 | $18.3M | Sell |
368,180
-10,210
| -3% | -$507K | 0.21% | 113 |
|
|
2024
Q2 | $16.6M | Sell |
378,390
-8,463
| -2% | -$372K | 0.2% | 115 |
|
|
2024
Q1 | $16.3M | Sell |
386,853
-13,356
| -3% | -$561K | 0.18% | 125 |
|
|
2023
Q4 | $15.6M | Buy |
400,209
+85,623
| +27% | +$3.34M | 0.19% | 126 |
|
|
2023
Q3 | $11M | Buy |
314,586
+83,680
| +36% | +$2.93M | 0.14% | 152 |
|
|
2023
Q2 | $8.4M | Buy |
230,906
+2,161
| +0.9% | +$78.6K | 0.14% | 146 |
|
|
2023
Q1 | $8.55M | Buy |
228,745
+15,842
| +7% | +$592K | 0.15% | 144 |
|
|
2022
Q4 | $7.36M | Buy |
212,903
+33,577
| +19% | +$1.16M | 0.14% | 143 |
|
|
2022
Q3 | $5.64M | Buy |
179,326
+7,749
| +5% | +$244K | 0.13% | 158 |
|
|
2022
Q2 | $5.89M | Sell |
171,577
-153,734
| -47% | -$5.28M | 0.12% | 162 |
|
|
2022
Q1 | $12M | Buy |
325,311
+106,797
| +49% | +$3.93M | 0.16% | 134 |
|
|
2021
Q4 | $7.61M | Sell |
218,514
-259,197
| -54% | -$9.02M | 0.2% | 105 |
|
|
2021
Q3 | $16M | Sell |
477,711
-56,715
| -11% | -$1.89M | 0.39% | 67 |
|
|
2021
Q2 | $18M | Buy |
534,426
+157,860
| +42% | +$5.32M | 0.64% | 33 |
|
|
2021
Q1 | $12.2M | Buy |
376,566
+173,556
| +85% | +$5.64M | 0.75% | 28 |
|
|
2020
Q4 | $7.36M | Buy |
203,010
+146,383
| +259% | +$5.3M | 0.5% | 47 |
|
|
2020
Q3 | $2.04M | Buy |
56,627
+39,736
| +235% | +$1.43M | 0.2% | 101 |
|
|
2020
Q2 | $574K | Buy |
16,891
+3,348
| +25% | +$114K | 0.06% | 217 |
|
|
2020
Q1 | $409K | Buy |
+13,543
| New | +$409K | 0.07% | 195 |
|