Benchmark Investment 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
Q1 | $434K | Sell |
7,355
-190
| -3% | -$11.2K | 0.28% | 64 |
|
|
2024
Q4 | $374K | Sell |
7,545
-70
| -0.9% | -$3.47K | 0.24% | 66 |
|
|
2024
Q3 | $378K | Sell |
7,615
-585
| -7% | -$29.1K | 0.27% | 64 |
|
|
2024
Q2 | $360K | Sell |
8,200
-320
| -4% | -$14.1K | 0.26% | 66 |
|
|
2024
Q1 | $358K | Sell |
8,520
-250
| -3% | -$10.5K | 0.28% | 70 |
|
|
2023
Q4 | $342K | Sell |
8,770
-437
| -5% | -$17.1K | 0.32% | 66 |
|
|
2023
Q3 | $322K | Sell |
9,207
-9,523
| -51% | -$333K | 0.33% | 69 |
|
|
2023
Q2 | $682K | Sell |
18,730
-7,656
| -29% | -$279K | 0.63% | 45 |
|
|
2023
Q1 | $986K | Sell |
26,386
-7,130
| -21% | -$266K | 1.01% | 34 |
|
|
2022
Q4 | $1.16M | Sell |
33,516
-5,337
| -14% | -$185K | 1.22% | 28 |
|
|
2022
Q3 | $1.23M | Buy |
38,853
+7,520
| +24% | +$237K | 1.32% | 25 |
|
|
2022
Q2 | $1.08M | Buy |
31,333
+1,425
| +5% | +$48.9K | 1.12% | 28 |
|
|
2022
Q1 | $1.1M | Sell |
29,908
-416
| -1% | -$15.3K | 0.83% | 36 |
|
|
2021
Q4 | $1.06M | Buy |
+30,324
| New | +$1.06M | 0.87% | 37 |
|