BEI
Benjamin Edwards Inc’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
18,361
-37
| -0.2% | -$2.31K | 0.01% | 591 |
|
|
2025
Q1 | $1.08M | Buy |
18,398
+3,272
| +22% | +$193K | 0.02% | 553 |
|
|
2024
Q4 | $749K | Buy |
15,126
+3,196
| +27% | +$158K | 0.01% | 704 |
|
|
2024
Q3 | $593K | Buy |
+11,930
| New | +$593K | 0.01% | 743 |
|
|
2024
Q2 | – | Sell |
-313
| Closed | -$13K | – | 746 |
|
|
2024
Q1 | $13K | Buy |
+313
| New | +$13K | ﹤0.01% | 621 |
|
|
2023
Q1 | – | Sell |
-25,415
| Closed | -$879K | – | 726 |
|
|
2022
Q4 | $879K | Sell |
25,415
-35,652
| -58% | -$1.23M | 0.23% | 125 |
|
|
2022
Q3 | $1.93M | Sell |
61,067
-14,504
| -19% | -$457K | 0.58% | 48 |
|
|
2022
Q2 | $2.59M | Buy |
75,571
+26,023
| +53% | +$893K | 0.76% | 36 |
|
|
2022
Q1 | $1.83M | Sell |
49,548
-20,939
| -30% | -$771K | 0.53% | 50 |
|
|
2021
Q4 | $2.45M | Buy |
70,487
+13,716
| +24% | +$478K | 0.79% | 30 |
|
|
2021
Q3 | $1.9M | Buy |
56,771
+10,037
| +21% | +$335K | 1.15% | 12 |
|
|
2021
Q2 | $1.58M | Sell |
46,734
-37,932
| -45% | -$1.28M | 1.08% | 18 |
|
|
2021
Q1 | $1.38M | Sell |
84,666
-20,149
| -19% | -$328K | 1.05% | 17 |
|
|
2020
Q4 | $1.9M | Buy |
104,815
+22,720
| +28% | +$412K | 1.47% | 5 |
|
|
2020
Q3 | $1.48M | Buy |
82,095
+18,142
| +28% | +$326K | 1.22% | 15 |
|
|
2020
Q2 | $1.09M | Sell |
63,953
-7,727
| -11% | -$131K | 0.91% | 29 |
|
|
2020
Q1 | $1.08M | Buy |
71,680
+17,642
| +33% | +$266K | 1.12% | 13 |
|
|
2019
Q4 | $784K | Buy |
54,038
+36,073
| +201% | +$523K | 1.6% | 13 |
|
|
2019
Q3 | $253K | Sell |
17,965
-674
| -4% | -$9.49K | 0.55% | 46 |
|
|
2019
Q2 | $252K | Buy |
18,639
+1,565
| +9% | +$21.2K | 0.61% | 39 |
|
|
2019
Q1 | $211K | Buy |
+17,074
| New | +$211K | 1.01% | 17 |
|