Capital Advisors Inc’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 | $2.95M | Buy |
47,356
+33,171
| +234% | +$2.07M | 0.05% | 107 |
|
|
2025
Q1 | $836K | Sell |
14,185
-38
| -0.3% | -$2.24K | 0.02% | 153 |
|
|
2024
Q4 | $704K | Buy |
14,223
+3,257
| +30% | +$161K | 0.01% | 166 |
|
|
2024
Q3 | $545K | Buy |
10,966
+320
| +3% | +$15.9K | 0.01% | 187 |
|
|
2024
Q2 | $468K | Buy |
10,646
+1,309
| +14% | +$57.5K | 0.01% | 205 |
|
|
2024
Q1 | $392K | Buy |
+9,337
| New | +$392K | 0.01% | 215 |
|
|
2022
Q2 | – | Sell |
-7,173
| Closed | -$264K | – | 247 |
|
|
2022
Q1 | $264K | Buy |
+7,173
| New | +$264K | 0.01% | 221 |
|