CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Hold |
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|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $595K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $246K | Hold |
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|
2017
Q3 | $242K | Sell |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $348K | Sell |
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|
2016
Q4 | $323K | Sell |
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|
2016
Q3 | $537K | Sell |
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|
2016
Q2 | $608K | Sell |
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|
2016
Q1 | $570K | Sell |
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|
2015
Q4 | $617K | Sell |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $557K | Sell |
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|
2014
Q4 | $712K | Sell |
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|
2014
Q3 | $992K | Sell |
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|
2014
Q2 | $1.12M | Sell |
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|
2014
Q1 | $1.22M | Sell |
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|
2013
Q4 | $1.28M | Sell |
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|
2013
Q3 | $1.87M | Buy |
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