CF
Clarity Financial’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $531K | Buy |
8,520
+1,213
| +17% | +$75.6K | 0.06% | 63 |
|
2025
Q1 | $431K | Sell |
7,307
-837
| -10% | -$49.4K | 0.05% | 68 |
|
2024
Q4 | $403K | Buy |
8,144
+281
| +4% | +$13.9K | 0.05% | 79 |
|
2024
Q3 | $391K | Sell |
7,863
-2,778
| -26% | -$138K | 0.05% | 95 |
|
2024
Q2 | $467K | Sell |
10,641
-2,771
| -21% | -$122K | 0.07% | 72 |
|
2024
Q1 | $563K | Buy |
13,412
+143
| +1% | +$6.01K | 0.09% | 66 |
|
2023
Q4 | $518K | Sell |
13,269
-6,191
| -32% | -$242K | 0.09% | 61 |
|
2023
Q3 | $681K | Buy |
19,460
+13,013
| +202% | +$455K | 0.11% | 58 |
|
2023
Q2 | $235K | Buy |
+6,447
| New | +$235K | 0.03% | 104 |
|
2023
Q1 | – | Sell |
-38,933
| Closed | -$1.35M | – | 58 |
|
2022
Q4 | $1.35M | Sell |
38,933
-254,298
| -87% | -$8.8M | 0.26% | 39 |
|
2022
Q3 | $9.25M | Sell |
293,231
-413,771
| -59% | -$13M | 2.16% | 10 |
|
2022
Q2 | $24.3M | Buy |
707,002
+384,746
| +119% | +$13.2M | 5.26% | 3 |
|
2022
Q1 | $11.9M | Buy |
+322,256
| New | +$11.9M | 2.4% | 9 |
|
2021
Q3 | – | Sell |
-95,742
| Closed | -$3.23M | – | 105 |
|
2021
Q2 | $3.23M | Buy |
95,742
+62,213
| +186% | +$2.1M | 0.62% | 42 |
|
2021
Q1 | $545K | Sell |
33,529
-621,899
| -95% | -$10.1M | 0.11% | 75 |
|
2020
Q4 | $11.9M | Buy |
+655,428
| New | +$11.9M | 2.84% | 8 |
|