Bragg Financial 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 | $253K | Hold |
4,061
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $239K | Buy |
+4,061
| New | +$239K | 0.01% | 317 |
|
|
2022
Q2 | – | Sell |
-9,809
| Closed | -$361K | – | 303 |
|
|
2022
Q1 | $361K | Buy |
+9,809
| New | +$361K | 0.02% | 271 |
|
|
2018
Q1 | – | Sell |
-16,185
| Closed | -$405K | – | 259 |
|
|
2017
Q4 | $405K | Sell |
16,185
-248
| -2% | -$6.21K | 0.06% | 215 |
|
|
2017
Q3 | $405K | Sell |
16,433
-400
| -2% | -$9.86K | 0.06% | 209 |
|
|
2017
Q2 | $402K | Sell |
16,833
-405
| -2% | -$9.67K | 0.06% | 214 |
|
|
2017
Q1 | $414K | Sell |
17,238
-492
| -3% | -$11.8K | 0.07% | 215 |
|
|
2016
Q4 | $393K | Sell |
17,730
-248
| -1% | -$5.5K | 0.06% | 215 |
|
|
2016
Q3 | $456K | Buy |
17,978
+215
| +1% | +$5.45K | 0.08% | 206 |
|
|
2016
Q2 | $453K | Sell |
17,763
-700
| -4% | -$17.9K | 0.08% | 207 |
|
|
2016
Q1 | $439K | Buy |
18,463
+275
| +2% | +$6.54K | 0.08% | 200 |
|
|
2015
Q4 | $372K | Buy |
18,188
+558
| +3% | +$11.4K | 0.08% | 201 |
|
|
2015
Q3 | $380K | Sell |
17,630
-253
| -1% | -$5.45K | 0.09% | 187 |
|
|
2015
Q2 | $406K | Sell |
17,883
-140
| -0.8% | -$3.18K | 0.09% | 195 |
|
|
2015
Q1 | $413K | Hold |
18,023
| – | – | 0.1% | 190 |
|
|
2014
Q4 | $412K | Sell |
18,023
-282
| -2% | -$6.45K | 0.1% | 184 |
|
|
2014
Q3 | $428K | Sell |
18,305
-55
| -0.3% | -$1.29K | 0.11% | 181 |
|
|
2014
Q2 | $473K | Hold |
18,360
| – | – | 0.11% | 183 |
|
|
2014
Q1 | $457K | Sell |
18,360
-138
| -0.7% | -$3.44K | 0.11% | 181 |
|
|
2013
Q4 | $432K | Hold |
18,498
| – | – | 0.1% | 190 |
|
|
2013
Q3 | $477K | Sell |
18,498
-1,427
| -7% | -$36.8K | 0.12% | 178 |
|
|
2013
Q2 | $478K | Buy |
+19,925
| New | +$478K | 0.13% | 170 |
|