CA
Clearstead Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
30,067
-420
| -1% | -$26.2K | 0.03% | 325 |
|
|
2025
Q1 | $1.8M | Buy |
30,487
+428
| +1% | +$25.2K | 0.03% | 318 |
|
|
2024
Q4 | $1.49M | Sell |
30,059
-1,034
| -3% | -$51.2K | 0.02% | 342 |
|
|
2024
Q3 | $1.55M | Sell |
31,093
-4,503
| -13% | -$224K | 0.02% | 337 |
|
|
2024
Q2 | $1.56M | Buy |
35,596
+18,808
| +112% | +$826K | 0.03% | 309 |
|
|
2024
Q1 | $742K | Sell |
16,788
-376
| -2% | -$16.6K | 0.04% | 262 |
|
|
2023
Q4 | $670K | Sell |
17,164
-43,539
| -72% | -$1.7M | 0.04% | 271 |
|
|
2023
Q3 | $2.12M | Buy |
60,703
+41,933
| +223% | +$1.47M | 0.06% | 205 |
|
|
2023
Q2 | $683K | Buy |
18,770
+2,640
| +16% | +$96.1K | 0.04% | 257 |
|
|
2023
Q1 | $603K | Sell |
16,130
-173
| -1% | -$6.47K | 0.04% | 231 |
|
|
2022
Q4 | $564K | Sell |
16,303
-194
| -1% | -$6.71K | 0.04% | 242 |
|
|
2022
Q3 | $520K | Sell |
16,497
-24,396
| -60% | -$769K | 0.05% | 218 |
|
|
2022
Q2 | $1.4M | Buy |
40,893
+1,781
| +5% | +$61.1K | 0.11% | 143 |
|
|
2022
Q1 | $1.44M | Buy |
39,112
+5,070
| +15% | +$187K | 0.1% | 150 |
|
|
2021
Q4 | $1.19M | Buy |
34,042
+1,501
| +5% | +$52.3K | 0.08% | 165 |
|
|
2021
Q3 | $1.09M | Sell |
32,541
-1,019
| -3% | -$34K | 0.08% | 159 |
|
|
2021
Q2 | $1.13M | Sell |
33,560
-32,179
| -49% | -$1.08M | 0.09% | 152 |
|
|
2021
Q1 | $1.07M | Hold |
65,739
| – | – | 0.09% | 152 |
|
|
2020
Q4 | $1.19M | Hold |
65,739
| – | – | 0.11% | 138 |
|
|
2020
Q3 | $1.18M | Buy |
65,739
+2,500
| +4% | +$45K | 0.13% | 125 |
|
|
2020
Q2 | $1.07M | Buy |
63,239
+1,821
| +3% | +$30.9K | 0.12% | 127 |
|
|
2020
Q1 | $926K | Buy |
61,418
+3,887
| +7% | +$58.6K | 0.13% | 117 |
|
|
2019
Q4 | $834K | Sell |
57,531
-250
| -0.4% | -$3.62K | 0.1% | 139 |
|
|
2019
Q3 | $815K | Buy |
57,781
+2,459
| +4% | +$34.7K | 0.11% | 130 |
|
|
2019
Q2 | $747K | Hold |
55,322
| – | – | 0.1% | 136 |
|
|
2019
Q1 | $685K | Sell |
55,322
-3,010
| -5% | -$37.3K | 0.09% | 138 |
|
|
2018
Q4 | $717K | Sell |
58,332
-169
| -0.3% | -$2.08K | 0.11% | 134 |
|
|
2018
Q3 | $669K | Sell |
58,501
-25,456
| -30% | -$291K | 0.09% | 130 |
|
|
2018
Q2 | $1.01M | Buy |
83,957
+169
| +0.2% | +$2.03K | 0.14% | 101 |
|
|
2018
Q1 | $1.07M | Sell |
83,788
-26,480
| -24% | -$337K | 0.15% | 100 |
|
|
2017
Q4 | $1.38M | Sell |
110,268
-6,518
| -6% | -$81.5K | 0.19% | 88 |
|
|
2017
Q3 | $1.44M | Hold |
116,786
| – | – | 0.19% | 95 |
|
|
2017
Q2 | $1.39M | Buy |
116,786
+4,405
| +4% | +$52.6K | 0.2% | 88 |
|
|
2017
Q1 | $1.35M | Sell |
112,381
-14,825
| -12% | -$178K | 0.2% | 85 |
|
|
2016
Q4 | $1.41M | Buy |
+127,206
| New | +$1.41M | 0.23% | 77 |
|