CAPTRUST Financial Advisors’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
Q2 | $151M | Sell |
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|
2025
Q1 | $144M | Buy |
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|
2024
Q4 | $113M | Buy |
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|
2024
Q3 | $108M | Buy |
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|
2024
Q2 | $91M | Sell |
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|
2024
Q1 | $91M | Sell |
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|
2023
Q4 | $88.1M | Buy |
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|
2023
Q3 | $78.2M | Sell |
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|
2023
Q2 | $83M | Buy |
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|
2023
Q1 | $82.5M | Buy |
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|
2022
Q4 | $73.5M | Sell |
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|
2022
Q3 | $68M | Buy |
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|
2022
Q2 | $65.6M | Buy |
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|
2022
Q1 | $59.6M | Buy |
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|
2021
Q4 | $40.8M | Buy |
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|
2021
Q3 | $28.7M | Buy |
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|
2021
Q2 | $20.1M | Buy |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $9.35M | Buy |
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|
2020
Q3 | $8.48M | Buy |
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|
2020
Q2 | $7.66M | Buy |
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|
2020
Q1 | $652K | Buy |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $620K | Sell |
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|
2018
Q3 | $938K | Sell |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $281K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $85K | Sell |
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|
2015
Q4 | $82K | Buy |
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|
2015
Q3 | $32K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.47K | Sell |
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|
2014
Q4 | $46K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $52K | Sell |
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|
2014
Q1 | $52K | Buy |
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|
2013
Q4 | $47K | Sell |
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|
2013
Q3 | $58K | Hold |
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|
2013
Q2 | $54K | Buy |
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