Capital Advisors Ltd’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 | $132K | Hold |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $90K | Hold |
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|
2024
Q3 | $90K | Hold |
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|
2024
Q2 | $80K | Hold |
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|
2024
Q1 | $76K | Hold |
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|
2023
Q4 | $71K | Hold |
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|
2023
Q3 | $63K | Hold |
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|
2023
Q2 | $66K | Buy |
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|
2023
Q1 | $14K | Hold |
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|
2022
Q4 | $13K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $12K | Sell |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $96K | Hold |
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|
2018
Q1 | $102K | Hold |
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|
2017
Q4 | $100K | Hold |
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|
2017
Q3 | $98K | Hold |
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|
2017
Q2 | $95K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $88K | Hold |
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|
2016
Q3 | $101K | Hold |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $95K | Hold |
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|
2015
Q4 | $82K | Hold |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $91K | Hold |
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|
2015
Q1 | $91K | Hold |
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|
2014
Q4 | $91K | Hold |
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|
2014
Q3 | $93K | Sell |
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|
2014
Q2 | $109K | Hold |
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|
2014
Q1 | $106K | Hold |
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|
2013
Q4 | $99K | Buy |
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