CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
15,356
+2,455
| +19% | +$153K | 0.02% | 166 |
|
|
2025
Q1 | $761K | Buy |
12,901
+28
| +0.2% | +$1.65K | 0.01% | 163 |
|
|
2024
Q4 | $637K | Sell |
12,873
-39
| -0.3% | -$1.93K | 0.01% | 161 |
|
|
2024
Q3 | $642K | Sell |
12,912
-262
| -2% | -$13K | 0.01% | 158 |
|
|
2024
Q2 | $579K | Sell |
13,174
-158
| -1% | -$6.94K | 0.01% | 155 |
|
|
2024
Q1 | $560K | Buy |
13,332
+515
| +4% | +$21.6K | 0.01% | 158 |
|
|
2023
Q4 | $500K | Sell |
12,817
-73
| -0.6% | -$2.85K | 0.01% | 166 |
|
|
2023
Q3 | $451K | Buy |
12,890
+8
| +0.1% | +$280 | 0.01% | 160 |
|
|
2023
Q2 | $469K | Hold |
12,882
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $481K | Sell |
12,882
-51
| -0.4% | -$1.91K | 0.01% | 164 |
|
|
2022
Q4 | $447K | Buy |
+12,933
| New | +$447K | 0.02% | 172 |
|
|
2022
Q3 | – | Sell |
-15,623
| Closed | -$536K | – | 108 |
|
|
2022
Q2 | $536K | Sell |
15,623
-542
| -3% | -$18.6K | 0.02% | 160 |
|
|
2022
Q1 | $595K | Sell |
16,165
-1,955
| -11% | -$72K | 0.02% | 166 |
|
|
2021
Q4 | $631K | Sell |
18,120
-445
| -2% | -$15.5K | 0.02% | 151 |
|
|
2021
Q3 | $620K | Buy |
18,565
+156
| +0.8% | +$5.21K | 0.02% | 198 |
|
|
2021
Q2 | $621K | Sell |
18,409
-7,410
| -29% | -$250K | 0.03% | 203 |
|
|
2021
Q1 | $420K | Buy |
25,819
+11,151
| +76% | +$181K | 0.02% | 158 |
|
|
2020
Q4 | $266K | Buy |
14,668
+2,109
| +17% | +$38.2K | 0.01% | 159 |
|
|
2020
Q3 | $226K | Buy |
12,559
+103
| +0.8% | +$1.85K | 0.01% | 152 |
|
|
2020
Q2 | $212K | Buy |
+12,456
| New | +$212K | 0.01% | 154 |
|
|
2018
Q4 | – | Sell |
-19,666
| Closed | -$225K | – | 136 |
|
|
2018
Q3 | $225K | Sell |
19,666
-179
| -0.9% | -$2.05K | 0.02% | 125 |
|
|
2018
Q2 | $239K | Buy |
19,845
+179
| +0.9% | +$2.16K | 0.02% | 124 |
|
|
2018
Q1 | $250K | Hold |
19,666
| – | – | 0.03% | 126 |
|
|
2017
Q4 | $246K | Hold |
19,666
| – | – | 0.03% | 122 |
|
|
2017
Q3 | $242K | Sell |
19,666
-361
| -2% | -$4.44K | 0.03% | 130 |
|
|
2017
Q2 | $239K | Sell |
20,027
-8,921
| -31% | -$106K | 0.03% | 130 |
|
|
2017
Q1 | $348K | Sell |
28,948
-168
| -0.6% | -$2.02K | 0.04% | 128 |
|
|
2016
Q4 | $323K | Sell |
29,116
-13,189
| -31% | -$146K | 0.04% | 122 |
|
|
2016
Q3 | $537K | Sell |
42,305
-5,317
| -11% | -$67.5K | 0.07% | 109 |
|
|
2016
Q2 | $608K | Sell |
47,622
-361
| -0.8% | -$4.61K | 0.09% | 92 |
|
|
2016
Q1 | $570K | Sell |
47,983
-12,340
| -20% | -$147K | 0.09% | 88 |
|
|
2015
Q4 | $617K | Sell |
60,323
-59,137
| -50% | -$605K | 0.1% | 95 |
|
|
2015
Q3 | $1.29M | Buy |
119,460
+71,430
| +149% | +$770K | 0.24% | 63 |
|
|
2015
Q2 | $545K | Sell |
48,030
-649
| -1% | -$7.36K | 0.11% | 102 |
|
|
2015
Q1 | $557K | Sell |
48,679
-13,536
| -22% | -$155K | 0.12% | 78 |
|
|
2014
Q4 | $712K | Sell |
62,215
-22,591
| -27% | -$259K | 0.15% | 64 |
|
|
2014
Q3 | $992K | Sell |
84,806
-2,329
| -3% | -$27.2K | 0.21% | 53 |
|
|
2014
Q2 | $1.12M | Sell |
87,135
-10,562
| -11% | -$136K | 0.22% | 54 |
|
|
2014
Q1 | $1.22M | Sell |
97,697
-12,180
| -11% | -$151K | 0.27% | 54 |
|
|
2013
Q4 | $1.28M | Sell |
109,877
-35,263
| -24% | -$412K | 0.32% | 53 |
|
|
2013
Q3 | $1.87M | Buy |
+145,140
| New | +$1.87M | 0.51% | 40 |
|