Bragg Financial 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
Q3 | $296K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $405K | Sell |
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|
2017
Q3 | $405K | Sell |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $414K | Sell |
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|
2016
Q4 | $393K | Sell |
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|
2016
Q3 | $456K | Buy |
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|
2016
Q2 | $453K | Sell |
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|
2016
Q1 | $439K | Buy |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $380K | Sell |
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|
2015
Q2 | $406K | Sell |
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|
2015
Q1 | $413K | Hold |
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|
2014
Q4 | $412K | Sell |
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|
2014
Q3 | $428K | Sell |
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|
2014
Q2 | $473K | Hold |
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|
2014
Q1 | $457K | Sell |
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|
2013
Q4 | $432K | Hold |
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|
2013
Q3 | $477K | Sell |
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|
2013
Q2 | $478K | Buy |
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