BMA
Brooks Moore & Associates’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
5,943
-2,850
| -32% | -$177K | 0.2% | 84 |
|
|
2025
Q1 | $518K | Sell |
8,793
-2,300
| -21% | -$136K | 0.29% | 72 |
|
|
2024
Q4 | $549K | Buy |
11,093
+500
| +5% | +$24.8K | 0.32% | 64 |
|
|
2024
Q3 | $526K | Hold |
10,593
| – | – | 0.31% | 67 |
|
|
2024
Q2 | $465K | Buy |
10,593
+500
| +5% | +$22K | 0.3% | 64 |
|
|
2024
Q1 | $424K | Hold |
10,093
| – | – | 0.27% | 67 |
|
|
2023
Q4 | $394K | Hold |
10,093
| – | – | 0.27% | 65 |
|
|
2023
Q3 | $353K | Buy |
10,093
+100
| +1% | +$3.5K | 0.27% | 65 |
|
|
2023
Q2 | $364K | Hold |
9,993
| – | – | 0.26% | 66 |
|
|
2023
Q1 | $373K | Sell |
9,993
-1,622
| -14% | -$60.5K | 0.27% | 63 |
|
|
2022
Q4 | $402K | Buy |
11,615
+1,315
| +13% | +$45.5K | 0.29% | 63 |
|
|
2022
Q3 | $325K | Hold |
10,300
| – | – | 0.26% | 62 |
|
|
2022
Q2 | $353K | Sell |
10,300
-450
| -4% | -$15.4K | 0.25% | 66 |
|
|
2022
Q1 | $396K | Buy |
10,750
+600
| +6% | +$22.1K | 0.24% | 70 |
|
|
2021
Q4 | $353K | Hold |
10,150
| – | – | 0.21% | 79 |
|
|
2021
Q3 | $339K | Hold |
10,150
| – | – | 0.22% | 79 |
|
|
2021
Q2 | $342K | Sell |
10,150
-10,150
| -50% | -$342K | 0.22% | 80 |
|
|
2021
Q1 | $330K | Buy |
20,300
+3,900
| +24% | +$63.4K | 0.22% | 79 |
|
|
2020
Q4 | $297K | Buy |
16,400
+900
| +6% | +$16.3K | 0.23% | 80 |
|
|
2020
Q3 | $279K | Buy |
15,500
+5,000
| +48% | +$90K | 0.24% | 72 |
|
|
2020
Q2 | $178K | Buy |
+10,500
| New | +$178K | 0.17% | 83 |
|
|
2020
Q1 | – | Sell |
-21,500
| Closed | -$312K | – | 85 |
|
|
2019
Q4 | $312K | Hold |
21,500
| – | – | 0.25% | 82 |
|
|
2019
Q3 | $303K | Buy |
21,500
+2,700
| +14% | +$38.1K | 0.26% | 81 |
|
|
2019
Q2 | $254K | Hold |
18,800
| – | – | 0.22% | 91 |
|
|
2019
Q1 | $233K | Hold |
18,800
| – | – | 0.21% | 85 |
|
|
2018
Q4 | $231K | Buy |
+18,800
| New | +$231K | 0.23% | 80 |
|