Certified Advisory Corp’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 | $355K | Buy |
5,696
+484
| +9% | +$30.2K | 0.04% | 238 |
|
|
2025
Q1 | $307K | Sell |
5,212
-6
| -0.1% | -$354 | 0.03% | 236 |
|
|
2024
Q4 | $258K | Buy |
5,218
+393
| +8% | +$19.5K | 0.03% | 256 |
|
|
2024
Q3 | $240K | Sell |
4,825
-46
| -0.9% | -$2.29K | 0.03% | 267 |
|
|
2024
Q2 | $214K | Sell |
4,871
-591
| -11% | -$26K | 0.03% | 273 |
|
|
2024
Q1 | $229K | Buy |
5,462
+252
| +5% | +$10.6K | 0.03% | 247 |
|
|
2023
Q4 | $203K | Buy |
+5,210
| New | +$203K | 0.03% | 253 |
|
|
2023
Q2 | – | Sell |
-5,850
| Closed | -$219K | – | 271 |
|
|
2023
Q1 | $219K | Buy |
+5,850
| New | +$219K | 0.04% | 223 |
|
|
2021
Q2 | – | Sell |
-3,641
| Closed | -$118K | – | 443 |
|
|
2021
Q1 | $118K | Buy |
+3,641
| New | +$118K | 0.03% | 237 |
|
|
2020
Q2 | $225K | Buy |
6,633
+994
| +18% | +$33.7K | 0.07% | 174 |
|
|
2020
Q1 | $170K | Sell |
5,639
-815
| -13% | -$24.6K | 0.07% | 170 |
|
|
2019
Q4 | $187K | Buy |
6,454
+120
| +2% | +$3.48K | 0.06% | 188 |
|
|
2019
Q3 | $179K | Buy |
6,334
+2,795
| +79% | +$79K | 0.06% | 190 |
|
|
2019
Q2 | $96K | Hold |
3,539
| – | – | 0.04% | 237 |
|
|
2019
Q1 | $88K | Sell |
3,539
-250
| -7% | -$6.22K | 0.04% | 229 |
|
|
2018
Q4 | $93K | Sell |
3,789
-1,400
| -27% | -$34.4K | 0.05% | 204 |
|
|
2018
Q3 | $119K | Hold |
5,189
| – | – | 0.06% | 192 |
|
|
2018
Q2 | $125K | Buy |
5,189
+1,000
| +24% | +$24.1K | 0.07% | 176 |
|
|
2018
Q1 | $106K | Sell |
4,189
-642
| -13% | -$16.2K | 0.06% | 189 |
|
|
2017
Q4 | $120K | Buy |
+4,831
| New | +$120K | 0.09% | 153 |
|