BAM
Belpointe Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
7,522
-230
| -3% | -$14.3K | 0.02% | 595 |
|
|
2025
Q1 | $457K | Sell |
7,752
-2,786
| -26% | -$164K | 0.02% | 591 |
|
|
2024
Q4 | $498K | Sell |
10,538
-376
| -3% | -$17.8K | 0.03% | 505 |
|
|
2024
Q3 | $542K | Sell |
10,914
-724
| -6% | -$36K | 0.03% | 484 |
|
|
2024
Q2 | $511K | Sell |
11,638
-9,903
| -46% | -$435K | 0.04% | 456 |
|
|
2024
Q1 | $905K | Sell |
21,541
-25,657
| -54% | -$1.08M | 0.07% | 296 |
|
|
2023
Q4 | $1.84M | Sell |
47,198
-7,755
| -14% | -$303K | 0.16% | 122 |
|
|
2023
Q3 | $1.92M | Buy |
54,953
+12,346
| +29% | +$432K | 0.2% | 103 |
|
|
2023
Q2 | $1.55M | Sell |
42,607
-99,188
| -70% | -$3.61M | 0.16% | 125 |
|
|
2023
Q1 | $5.3M | Buy |
141,795
+56,936
| +67% | +$2.13M | 0.29% | 54 |
|
|
2022
Q4 | $2.94M | Buy |
84,859
+2,735
| +3% | +$94.6K | 0.18% | 109 |
|
|
2022
Q3 | $2.59M | Sell |
82,124
-14,003
| -15% | -$442K | 0.18% | 115 |
|
|
2022
Q2 | $3.3M | Sell |
96,127
-10,172
| -10% | -$349K | 0.22% | 92 |
|
|
2022
Q1 | $3.92M | Sell |
106,299
-43,200
| -29% | -$1.59M | 0.24% | 74 |
|
|
2021
Q4 | $5.2M | Sell |
149,499
-2,890
| -2% | -$101K | 0.32% | 59 |
|
|
2021
Q3 | $5.09M | Buy |
152,389
+4,747
| +3% | +$159K | 0.35% | 50 |
|
|
2021
Q2 | $4.98M | Sell |
147,642
-62,125
| -30% | -$2.09M | 0.36% | 50 |
|
|
2021
Q1 | $3.41M | Sell |
209,767
-96,619
| -32% | -$1.57M | 0.29% | 63 |
|
|
2020
Q4 | $5.56M | Sell |
306,386
-125,640
| -29% | -$2.28M | 0.5% | 34 |
|
|
2020
Q3 | $7.77M | Buy |
432,026
+125,389
| +41% | +$2.26M | 0.87% | 14 |
|
|
2020
Q2 | $5.21M | Buy |
306,637
+20,699
| +7% | +$352K | 0.67% | 26 |
|
|
2020
Q1 | $4.31M | Buy |
285,938
+105,883
| +59% | +$1.6M | 0.75% | 22 |
|
|
2019
Q4 | $2.61M | Buy |
180,055
+21,139
| +13% | +$307K | 0.33% | 76 |
|
|
2019
Q3 | $2.24M | Sell |
158,916
-1,120
| -0.7% | -$15.8K | 0.36% | 54 |
|
|
2019
Q2 | $2.16M | Buy |
160,036
+138,193
| +633% | +$1.87M | 0.42% | 44 |
|
|
2019
Q1 | $270K | Buy |
21,843
+12,137
| +125% | +$150K | 0.05% | 257 |
|
|
2018
Q4 | $119K | Buy |
+9,706
| New | +$119K | 0.03% | 449 |
|
|
2018
Q3 | – | Sell |
-64,464
| Closed | -$775K | – | 651 |
|
|
2018
Q2 | $775K | Sell |
64,464
-2,201
| -3% | -$26.5K | 0.22% | 96 |
|
|
2018
Q1 | $849K | Buy |
66,665
+39,751
| +148% | +$506K | 0.25% | 76 |
|
|
2017
Q4 | $337K | Sell |
26,914
-530
| -2% | -$6.64K | 0.07% | 312 |
|
|
2017
Q3 | $338K | Buy |
+27,444
| New | +$338K | 0.08% | 293 |
|