Bigelow 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
Q2 | $8.37M | Buy |
134,163
+935
| +0.7% | +$58.3K | 3.69% | 4 |
|
|
2025
Q1 | $7.86M | Buy |
133,228
+11,583
| +10% | +$683K | 3.73% | 4 |
|
|
2024
Q4 | $6.02M | Buy |
121,645
+15,354
| +14% | +$760K | 2.83% | 6 |
|
|
2024
Q3 | $5.28M | Buy |
106,291
+10,013
| +10% | +$498K | 2.36% | 8 |
|
|
2024
Q2 | $4.23M | Buy |
96,278
+3,538
| +4% | +$155K | 2.02% | 9 |
|
|
2024
Q1 | $3.9M | Buy |
92,740
+9,989
| +12% | +$420K | 1.92% | 9 |
|
|
2023
Q4 | $3.23M | Buy |
82,751
+3,555
| +4% | +$139K | 1.75% | 10 |
|
|
2023
Q3 | $2.77M | Buy |
79,196
+2,423
| +3% | +$84.8K | 1.59% | 13 |
|
|
2023
Q2 | $2.79M | Buy |
+76,773
| New | +$2.79M | 1.53% | 13 |
|
|
2023
Q1 | – | Sell |
-66,313
| Closed | -$2.29M | – | 15 |
|
|
2022
Q4 | $2.29M | Sell |
66,313
-2,165
| -3% | -$74.9K | 1.33% | 17 |
|
|
2022
Q3 | $2.16M | Buy |
68,478
+641
| +0.9% | +$20.2K | 1.29% | 18 |
|
|
2022
Q2 | $2.33M | Buy |
67,837
+3,267
| +5% | +$112K | 1.28% | 17 |
|
|
2022
Q1 | $2.38M | Buy |
64,570
+7,917
| +14% | +$292K | 1.11% | 20 |
|
|
2021
Q4 | $1.97M | Buy |
+56,653
| New | +$1.97M | 0.9% | 28 |
|
|
2021
Q2 | – | Sell |
-56,291
| Closed | -$1.83M | – | 144 |
|
|
2021
Q1 | $1.83M | Buy |
56,291
+7,349
| +15% | +$239K | 0.93% | 25 |
|
|
2020
Q4 | $1.78M | Buy |
48,942
+6,648
| +16% | +$241K | 0.94% | 21 |
|
|
2020
Q3 | $1.52M | Buy |
42,294
+12,651
| +43% | +$455K | 0.9% | 23 |
|
|
2020
Q2 | $1.01M | Buy |
29,643
+5,794
| +24% | +$197K | 0.65% | 41 |
|
|
2020
Q1 | $719K | Buy |
23,849
+1,325
| +6% | +$39.9K | 0.54% | 48 |
|
|
2019
Q4 | $653K | Buy |
22,524
+1,659
| +8% | +$48.1K | 0.38% | 72 |
|
|
2019
Q3 | $588K | Buy |
20,865
+3,135
| +18% | +$88.3K | 0.37% | 79 |
|
|
2019
Q2 | $479K | Buy |
17,730
+404
| +2% | +$10.9K | 0.32% | 91 |
|
|
2019
Q1 | $429K | Buy |
17,326
+1,918
| +12% | +$47.5K | 0.3% | 95 |
|
|
2018
Q4 | $379K | Sell |
15,408
-8
| -0.1% | -$197 | 0.28% | 103 |
|
|
2018
Q3 | $352K | Sell |
15,416
-377
| -2% | -$8.61K | 0.24% | 119 |
|
|
2018
Q2 | $380K | Buy |
15,793
+133
| +0.8% | +$3.2K | 0.26% | 108 |
|
|
2018
Q1 | $399K | Buy |
15,660
+5,100
| +48% | +$130K | 0.27% | 106 |
|
|
2017
Q4 | $264K | Buy |
+10,560
| New | +$264K | 0.26% | 89 |
|