CCA
Checchi Capital Advisers’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
375,226
-62,562
| -14% | -$3.9M | 1.31% | 10 |
|
|
2025
Q1 | $25.8M | Sell |
437,788
-33,776
| -7% | -$1.99M | 1.36% | 6 |
|
|
2024
Q4 | $23.3M | Sell |
471,564
-16,741
| -3% | -$829K | 1.36% | 6 |
|
|
2024
Q3 | $24.3M | Sell |
488,305
-5,812
| -1% | -$289K | 1.36% | 7 |
|
|
2024
Q2 | $21.7M | Sell |
494,117
-18,173
| -4% | -$798K | 1.09% | 9 |
|
|
2024
Q1 | $21.5M | Buy |
512,290
+66,928
| +15% | +$2.81M | 1.68% | 6 |
|
|
2023
Q4 | $17.4M | Buy |
445,362
+56,508
| +15% | +$2.21M | 1.41% | 15 |
|
|
2023
Q3 | $13.6M | Buy |
388,854
+93,366
| +32% | +$3.27M | 1.26% | 20 |
|
|
2023
Q2 | $10.8M | Buy |
295,488
+72,229
| +32% | +$2.63M | 0.96% | 25 |
|
|
2023
Q1 | $8.34M | Buy |
223,259
+1,597
| +0.7% | +$59.7K | 0.81% | 33 |
|
|
2022
Q4 | $7.67M | Sell |
221,662
-12,141
| -5% | -$420K | 0.8% | 32 |
|
|
2022
Q3 | $7.37M | Buy |
+233,803
| New | +$7.37M | 0.69% | 33 |
|
|
2016
Q2 | – | Sell |
-5,000
| Closed | -$59K | – | 1598 |
|
|
2016
Q1 | $59K | Buy |
+5,000
| New | +$59K | 0.01% | 772 |
|