Beacon Pointe Advisors’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 | $22.1M | Sell |
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|
2025
Q1 | $21.5M | Sell |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $18.3M | Sell |
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|
2024
Q2 | $16.6M | Sell |
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|
2024
Q1 | $16.3M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $8.4M | Buy |
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|
2023
Q1 | $8.55M | Buy |
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|
2022
Q4 | $7.36M | Buy |
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|
2022
Q3 | $5.64M | Buy |
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|
2022
Q2 | $5.89M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $7.61M | Sell |
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|
2021
Q3 | $16M | Sell |
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|
2021
Q2 | $18M | Buy |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $7.36M | Buy |
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|
2020
Q3 | $2.04M | Buy |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $409K | Buy |
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