Cetera Investment Advisers’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 | $91.4M | Sell |
1,465,571
-181,580
| -11% | -$11.3M | 0.15% | 127 |
|
|
2025
Q1 | $97.1M | Buy |
1,647,151
+613,680
| +59% | +$36.2M | 0.19% | 99 |
|
|
2024
Q4 | $51.2M | Buy |
1,033,471
+354,831
| +52% | +$17.6M | 0.11% | 195 |
|
|
2024
Q3 | $33.7M | Buy |
678,640
+2,172
| +0.3% | +$108K | 0.07% | 270 |
|
|
2024
Q2 | $29.7M | Sell |
676,468
-17,650
| -3% | -$775K | 0.07% | 286 |
|
|
2024
Q1 | $29.2M | Buy |
694,118
+586,652
| +546% | +$24.6M | 0.07% | 286 |
|
|
2023
Q4 | $4.19M | Sell |
107,466
-5,187
| -5% | -$202K | 0.03% | 502 |
|
|
2023
Q3 | $3.94M | Sell |
112,653
-15,926
| -12% | -$557K | 0.03% | 497 |
|
|
2023
Q2 | $4.68M | Sell |
128,579
-23,095
| -15% | -$840K | 0.04% | 430 |
|
|
2023
Q1 | $5.67M | Sell |
151,674
-730
| -0.5% | -$27.3K | 0.05% | 352 |
|
|
2022
Q4 | $5.27M | Buy |
152,404
+17,423
| +13% | +$603K | 0.05% | 371 |
|
|
2022
Q3 | $4.26M | Sell |
134,981
-1,105
| -0.8% | -$34.8K | 0.09% | 246 |
|
|
2022
Q2 | $4.67M | Sell |
136,086
-5,525
| -4% | -$190K | 0.07% | 269 |
|
|
2022
Q1 | $5.22M | Buy |
141,611
+17,707
| +14% | +$652K | 0.07% | 273 |
|
|
2021
Q4 | $4.31M | Sell |
123,904
-8,195
| -6% | -$285K | 0.06% | 320 |
|
|
2021
Q3 | $4.41M | Buy |
132,099
+22,104
| +20% | +$738K | 0.07% | 288 |
|
|
2021
Q2 | $3.71M | Buy |
109,995
+7,365
| +7% | +$248K | 0.06% | 340 |
|
|
2021
Q1 | $3.34M | Sell |
102,630
-6,969
| -6% | -$227K | 0.07% | 310 |
|
|
2020
Q4 | $3.97M | Buy |
109,599
+78,800
| +256% | +$2.86M | 0.08% | 273 |
|
|
2020
Q3 | $1.11M | Buy |
30,799
+5,904
| +24% | +$212K | 0.09% | 246 |
|
|
2020
Q2 | $846K | Buy |
24,895
+5,473
| +28% | +$186K | 0.08% | 263 |
|
|
2020
Q1 | $585K | Buy |
19,422
+1,698
| +10% | +$51.1K | 0.07% | 275 |
|
|
2019
Q4 | $517K | Buy |
17,724
+3,946
| +29% | +$115K | 0.05% | 334 |
|
|
2019
Q3 | $387K | Buy |
13,778
+3,783
| +38% | +$106K | 0.05% | 353 |
|
|
2019
Q2 | $271K | Sell |
9,995
-53
| -0.5% | -$1.44K | 0.03% | 412 |
|
|
2019
Q1 | $251K | Sell |
10,048
-220
| -2% | -$5.5K | 0.04% | 404 |
|
|
2018
Q4 | $255K | Sell |
10,268
-2,053
| -17% | -$51K | 0.04% | 375 |
|
|
2018
Q3 | $278K | Sell |
12,321
-1,031
| -8% | -$23.3K | 0.04% | 385 |
|
|
2018
Q2 | $320K | Buy |
13,352
+1,506
| +13% | +$36.1K | 0.06% | 314 |
|
|
2018
Q1 | $302K | Sell |
11,846
-439
| -4% | -$11.2K | 0.06% | 303 |
|
|
2017
Q4 | $310K | Buy |
12,285
+228
| +2% | +$5.75K | 0.06% | 315 |
|
|
2017
Q3 | $298K | Buy |
12,057
+605
| +5% | +$15K | 0.07% | 307 |
|
|
2017
Q2 | $273K | Hold |
11,452
| – | – | 0.07% | 316 |
|
|
2017
Q1 | $274K | Sell |
11,452
-171
| -1% | -$4.09K | 0.08% | 294 |
|
|
2016
Q4 | $257K | Sell |
11,623
-283
| -2% | -$6.26K | 0.09% | 264 |
|
|
2016
Q3 | $303K | Buy |
11,906
+3,016
| +34% | +$76.8K | 0.13% | 191 |
|
|
2016
Q2 | $228K | Buy |
+8,890
| New | +$228K | 0.09% | 256 |
|