BSW Wealth Partners’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 | $9.57M | Buy |
153,429
+3,650
| +2% | +$228K | 1.31% | 15 |
|
|
2025
Q1 | $8.83M | Buy |
149,779
+6,050
| +4% | +$357K | 1.34% | 13 |
|
|
2024
Q4 | $7.12M | Buy |
143,729
+4,761
| +3% | +$236K | 1.04% | 18 |
|
|
2024
Q3 | $6.91M | Sell |
138,968
-9,244
| -6% | -$459K | 1.04% | 16 |
|
|
2024
Q2 | $6.51M | Sell |
148,212
-6,413
| -4% | -$282K | 1.07% | 17 |
|
|
2024
Q1 | $6.5M | Buy |
154,625
+9
| +0% | +$378 | 1.1% | 20 |
|
|
2023
Q4 | $6.03M | Sell |
154,616
-6,721
| -4% | -$262K | 1.2% | 17 |
|
|
2023
Q3 | $5.65M | Buy |
161,337
+384
| +0.2% | +$13.4K | 1.26% | 16 |
|
|
2023
Q2 | $5.86M | Sell |
160,953
-1,230
| -0.8% | -$44.8K | 1.22% | 17 |
|
|
2023
Q1 | $6.06M | Sell |
162,183
-19,969
| -11% | -$746K | 1.24% | 15 |
|
|
2022
Q4 | $6.3M | Sell |
182,152
-1,102
| -0.6% | -$38.1K | 1.35% | 16 |
|
|
2022
Q3 | $5.78M | Buy |
183,254
+3,946
| +2% | +$124K | 1.42% | 13 |
|
|
2022
Q2 | $6.15M | Sell |
179,308
-19,366
| -10% | -$664K | 1.47% | 12 |
|
|
2022
Q1 | $7.32M | Buy |
198,674
+3,000
| +2% | +$110K | 1.85% | 11 |
|
|
2021
Q4 | $6.81M | Buy |
195,674
+6,177
| +3% | +$215K | 1.71% | 11 |
|
|
2021
Q3 | $6.33M | Buy |
189,497
+3,120
| +2% | +$104K | 1.77% | 10 |
|
|
2021
Q2 | $6.28M | Buy |
186,377
+19,081
| +11% | +$643K | 1.73% | 10 |
|
|
2021
Q1 | $5.44M | Buy |
167,296
+8,758
| +6% | +$285K | 1.57% | 10 |
|
|
2020
Q4 | $5.75M | Sell |
158,538
-4,384
| -3% | -$159K | 1.77% | 11 |
|
|
2020
Q3 | $5.86M | Sell |
162,922
-20,441
| -11% | -$735K | 2.2% | 10 |
|
|
2020
Q2 | $6.23M | Sell |
183,363
-1,325
| -0.7% | -$45K | 2.09% | 12 |
|
|
2020
Q1 | $5.57M | Sell |
184,688
-31,942
| -15% | -$963K | 2.31% | 12 |
|
|
2019
Q4 | $6.28M | Buy |
216,630
+5,687
| +3% | +$165K | 2.14% | 11 |
|
|
2019
Q3 | $5.95M | Sell |
210,943
-431
| -0.2% | -$12.2K | 2.29% | 14 |
|
|
2019
Q2 | $5.71M | Buy |
211,374
+383
| +0.2% | +$10.3K | 2.16% | 12 |
|
|
2019
Q1 | $5.22M | Buy |
210,991
+31,509
| +18% | +$780K | 2.07% | 14 |
|
|
2018
Q4 | $4.41M | Buy |
179,482
+28,818
| +19% | +$708K | 1.67% | 18 |
|
|
2018
Q3 | $3.44M | Buy |
150,664
+51,274
| +52% | +$1.17M | 1.31% | 15 |
|
|
2018
Q2 | $2.39M | Buy |
99,390
+5,452
| +6% | +$131K | 1.03% | 17 |
|
|
2018
Q1 | $2.39M | Buy |
93,938
+9,746
| +12% | +$248K | 1.07% | 15 |
|
|
2017
Q4 | $2.11M | Sell |
84,192
-48,996
| -37% | -$1.23M | 0.88% | 15 |
|
|
2017
Q3 | $3.28M | Buy |
133,188
+8,327
| +7% | +$205K | 1.43% | 14 |
|
|
2017
Q2 | $2.98M | Buy |
124,861
+7,967
| +7% | +$190K | 1.36% | 14 |
|
|
2017
Q1 | $2.81M | Buy |
116,894
+26,673
| +30% | +$641K | 1.39% | 13 |
|
|
2016
Q4 | $2M | Buy |
90,221
+88,801
| +6,254% | +$1.97M | 1.04% | 13 |
|
|
2016
Q3 | $224K | Sell |
1,420
-119,317
| -99% | -$18.8M | 7.73% | 3 |
|
|
2016
Q2 | $3.08M | Buy |
120,737
+65
| +0.1% | +$1.66K | 1.69% | 11 |
|
|
2016
Q1 | $2.87M | Sell |
120,672
-4,822
| -4% | -$115K | 1.61% | 11 |
|
|
2015
Q4 | $2.57M | Sell |
125,494
-931
| -0.7% | -$19.1K | 1.28% | 14 |
|
|
2015
Q3 | $2.73M | Buy |
126,425
+3,673
| +3% | +$79.2K | 1.63% | 11 |
|
|
2015
Q2 | $2.78M | Buy |
122,752
+2,959
| +2% | +$67.1K | 1.77% | 9 |
|
|
2015
Q1 | $2.74M | Sell |
119,793
-3,496
| -3% | -$80.1K | 1.74% | 9 |
|
|
2014
Q4 | $2.82M | Sell |
123,289
-8,100
| -6% | -$185K | 2.28% | 9 |
|
|
2014
Q3 | $3.08M | Buy |
131,389
+5,744
| +5% | +$134K | 2.41% | 8 |
|
|
2014
Q2 | $3.24M | Buy |
125,645
+3,029
| +2% | +$78K | 2.55% | 8 |
|
|
2014
Q1 | $3.05M | Buy |
122,616
+726
| +0.6% | +$18.1K | 2.47% | 8 |
|
|
2013
Q4 | $2.85M | Buy |
121,890
+9,589
| +9% | +$224K | 2.27% | 10 |
|
|
2013
Q3 | $2.9M | Sell |
112,301
-93,588
| -45% | -$2.41M | 2.52% | 9 |
|
|
2013
Q2 | $4.94M | Buy |
+205,889
| New | +$4.94M | 4.34% | 6 |
|