Capital Asset Advisory Services’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 | $60.6M | Sell |
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|
2025
Q2 | $58.2M | Sell |
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|
2025
Q1 | $55.9M | Sell |
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|
2024
Q4 | $51.5M | Buy |
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|
2024
Q3 | $50.7M | Buy |
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|
2024
Q2 | $43.9M | Buy |
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|
2024
Q1 | $38.5M | Buy |
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|
2023
Q4 | $34.2M | Sell |
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|
2023
Q3 | $34.4M | Sell |
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|
2023
Q2 | $36.1M | Sell |
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|
2023
Q1 | $47.3M | Sell |
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|
2022
Q4 | $45.8M | Sell |
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|
2022
Q3 | $41.7M | Buy |
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|
2022
Q2 | $43.1M | Sell |
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|
2022
Q1 | $46.5M | Buy |
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|
2021
Q4 | $42.8M | Buy |
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|
2021
Q3 | $40M | Sell |
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|
2021
Q2 | $40.5M | Sell |
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|
2021
Q1 | $39.8M | Buy |
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|
2020
Q4 | $39.7M | Buy |
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|
2020
Q3 | $37.2M | Sell |
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|
2020
Q2 | $38.3M | Buy |
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|
2020
Q1 | $32M | Sell |
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|
2019
Q4 | $30M | Buy |
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