Capital Analysts LLC’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 | $7.33M | Sell |
117,454
-5,920
| -5% | -$369K | 0.24% | 88 |
|
|
2025
Q1 | $7.27M | Buy |
123,374
+96,567
| +360% | +$5.69M | 0.27% | 79 |
|
|
2024
Q4 | $1.33M | Buy |
26,807
+17,678
| +194% | +$875K | 0.05% | 219 |
|
|
2024
Q3 | $454K | Buy |
9,129
+2,312
| +34% | +$115K | 0.02% | 337 |
|
|
2024
Q2 | $300K | Buy |
6,817
+2,479
| +57% | +$109K | 0.01% | 398 |
|
|
2024
Q1 | $182K | Buy |
4,338
+239
| +6% | +$10K | 0.01% | 461 |
|
|
2023
Q4 | $160K | Sell |
4,099
-2,195
| -35% | -$85.7K | 0.01% | 456 |
|
|
2023
Q3 | $221K | Sell |
6,294
-475
| -7% | -$16.7K | 0.01% | 385 |
|
|
2023
Q2 | $247K | Hold |
6,769
| – | – | 0.01% | 356 |
|
|
2023
Q1 | $253K | Sell |
6,769
-614
| -8% | -$22.9K | 0.01% | 354 |
|
|
2022
Q4 | $255K | Buy |
7,383
+1,206
| +20% | +$41.7K | 0.02% | 370 |
|
|
2022
Q3 | $194K | Sell |
6,177
-267,148
| -98% | -$8.39M | 0.01% | 361 |
|
|
2022
Q2 | $9.38M | Buy |
273,325
+5,314
| +2% | +$182K | 0.65% | 26 |
|
|
2022
Q1 | $9.87M | Buy |
268,011
+262,932
| +5,177% | +$9.68M | 0.63% | 26 |
|
|
2021
Q4 | $177K | Buy |
5,079
+255
| +5% | +$8.89K | 0.01% | 355 |
|
|
2021
Q3 | $161K | Hold |
4,824
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $162K | Buy |
4,824
+812
| +20% | +$27.3K | 0.01% | 368 |
|
|
2021
Q1 | $131K | Sell |
4,012
-8,690
| -68% | -$284K | 0.01% | 407 |
|
|
2020
Q4 | $461K | Buy |
12,702
+2,100
| +20% | +$76.2K | 0.04% | 200 |
|
|
2020
Q3 | $381K | Buy |
10,602
+10,221
| +2,683% | +$367K | 0.04% | 215 |
|
|
2020
Q2 | $13K | Hold |
381
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $11K | Hold |
381
| – | – | ﹤0.01% | 506 |
|
|
2019
Q4 | $11K | Hold |
381
| – | – | ﹤0.01% | 539 |
|
|
2019
Q3 | $10K | Sell |
381
-7
| -2% | -$184 | ﹤0.01% | 541 |
|
|
2019
Q2 | $10K | Buy |
388
+89
| +30% | +$2.29K | ﹤0.01% | 529 |
|
|
2019
Q1 | $7K | Hold |
299
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $7K | Hold |
299
| – | – | ﹤0.01% | 491 |
|
|
2018
Q3 | $7K | Sell |
299
-478
| -62% | -$11.2K | ﹤0.01% | 463 |
|
|
2018
Q2 | $19K | Hold |
777
| – | – | ﹤0.01% | 409 |
|
|
2018
Q1 | $20K | Hold |
777
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $19K | Hold |
777
| – | – | ﹤0.01% | 366 |
|
|
2017
Q3 | $19K | Hold |
777
| – | – | ﹤0.01% | 353 |
|
|
2017
Q2 | $18.6K | Hold |
777
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $18.7K | Sell |
777
-1,830
| -70% | -$44K | ﹤0.01% | 312 |
|
|
2016
Q4 | $58K | Buy |
2,607
+1,830
| +236% | +$40.7K | 0.01% | 264 |
|
|
2016
Q3 | $19.7K | Buy |
+777
| New | +$19.7K | ﹤0.01% | 304 |
|
|
2016
Q1 | – | Sell |
-5,038
| Closed | -$103K | – | 398 |
|
|
2015
Q4 | $103K | Buy |
+5,038
| New | +$103K | 0.02% | 215 |
|