Benchmark Investment 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
Q1 | $434K | Sell |
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|
2024
Q4 | $374K | Sell |
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2024
Q3 | $378K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $986K | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.06M | Buy |
|