Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $856M | Sell |
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|
2023
Q4 | $798M | Sell |
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|
2023
Q3 | $721M | Buy |
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|
2023
Q2 | $742M | Sell |
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|
2023
Q1 | $763M | Sell |
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|
2022
Q4 | $710M | Sell |
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|
2022
Q3 | $652M | Sell |
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|
2022
Q2 | $718M | Sell |
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|
2022
Q1 | $780M | Buy |
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|
2021
Q4 | $727M | Buy |
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|
2021
Q3 | $670M | Buy |
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|
2021
Q2 | $645M | Buy |
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|
2021
Q1 | $586M | Buy |
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|
2020
Q4 | $614M | Buy |
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|
2020
Q3 | $601M | Sell |
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|
2020
Q2 | $587M | Sell |
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|
2020
Q1 | $738M | Sell |
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|
2019
Q4 | $981M | Buy |
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|
2019
Q3 | $860M | Sell |
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|
2019
Q2 | $837M | Buy |
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|
2019
Q1 | $695M | Buy |
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|
2018
Q4 | $684M | Sell |
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|
2018
Q3 | $640M | Sell |
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|
2018
Q2 | $715M | Sell |
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|
2018
Q1 | $1.14B | Buy |
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|
2017
Q4 | $983M | Buy |
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|
2017
Q3 | $832M | Buy |
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|
2017
Q2 | $697M | Buy |
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|
2017
Q1 | $576M | Buy |
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|
2016
Q4 | $416M | Buy |
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|
2016
Q3 | $390M | Buy |
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|
2016
Q2 | $336M | Buy |
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|
2016
Q1 | $263M | Buy |
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|
2015
Q4 | $195M | Buy |
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|
2015
Q3 | $203M | Buy |
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|
2015
Q2 | $164M | Buy |
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|
2015
Q1 | $34.4M | Buy |
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