Capital Investment Advisors’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 | $1.07M | Buy |
17,115
+1,200
| +8% | +$74.8K | 0.02% | 322 |
|
|
2025
Q1 | $938K | Buy |
15,915
+234
| +1% | +$13.8K | 0.02% | 328 |
|
|
2024
Q4 | $776K | Buy |
15,681
+1,164
| +8% | +$57.6K | 0.02% | 344 |
|
|
2024
Q3 | $721K | Buy |
14,517
+455
| +3% | +$22.6K | 0.01% | 350 |
|
|
2024
Q2 | $618K | Buy |
14,062
+1,189
| +9% | +$52.2K | 0.01% | 364 |
|
|
2024
Q1 | $541K | Sell |
12,873
-2,018
| -14% | -$84.8K | 0.01% | 380 |
|
|
2023
Q4 | $581K | Buy |
14,891
+699
| +5% | +$27.3K | 0.01% | 354 |
|
|
2023
Q3 | $497K | Buy |
14,192
+1,009
| +8% | +$35.3K | 0.01% | 360 |
|
|
2023
Q2 | $480K | Buy |
13,183
+3,065
| +30% | +$112K | 0.01% | 347 |
|
|
2023
Q1 | $378K | Buy |
10,118
+818
| +9% | +$30.6K | 0.01% | 400 |
|
|
2022
Q4 | $322K | Sell |
9,300
-2,291
| -20% | -$79.3K | 0.01% | 428 |
|
|
2022
Q3 | $365K | Buy |
11,591
+161
| +1% | +$5.07K | 0.01% | 380 |
|
|
2022
Q2 | $392K | Buy |
11,430
+3,105
| +37% | +$106K | 0.01% | 376 |
|
|
2022
Q1 | $307K | Buy |
8,325
+393
| +5% | +$14.5K | 0.01% | 457 |
|
|
2021
Q4 | $276K | Buy |
7,932
+403
| +5% | +$14K | 0.01% | 482 |
|
|
2021
Q3 | $252K | Buy |
7,529
+424
| +6% | +$14.2K | 0.01% | 489 |
|
|
2021
Q2 | $240K | Buy |
7,105
+226
| +3% | +$7.63K | 0.01% | 506 |
|
|
2021
Q1 | $224K | Buy |
6,879
+138
| +2% | +$4.49K | 0.01% | 488 |
|
|
2020
Q4 | $244K | Buy |
6,741
+550
| +9% | +$19.9K | 0.01% | 453 |
|
|
2020
Q3 | $223K | Buy |
+6,191
| New | +$223K | 0.01% | 449 |
|