Coastal Bridge 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
Q2 | $13.3M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $6.18M | Buy |
|
|||||
|
2024
Q3 | $6.18M | Sell |
|
|||||
|
2024
Q2 | $5.62M | Sell |
|
|||||
|
2024
Q1 | $5.42M | Sell |
|
|||||
|
2023
Q4 | $5.05M | Sell |
|
|||||
|
2023
Q3 | $5.05M | Hold |
|
|||||
|
2023
Q2 | $5.26M | Hold |
|
|||||
|
2023
Q1 | $5.4M | Sell |
|
|||||
|
2022
Q4 | $5.56M | Sell |
|
|||||
|
2022
Q3 | $5.71M | Sell |
|
|||||
|
2022
Q2 | $9.08M | Sell |
|
|||||
|
2022
Q1 | $13.2M | Sell |
|
|||||
|
2021
Q4 | $14.1M | Sell |
|
|||||
|
2021
Q3 | $15.2M | Sell |
|
|||||
|
2021
Q2 | $16.4M | Sell |
|
|||||
|
2021
Q1 | $16M | Sell |
|
|||||
|
2020
Q4 | $20.3M | Buy |
|
|||||
|
2020
Q3 | $13.7M | Buy |
|
|||||
|
2020
Q2 | $6.3M | Buy |
|
|||||
|
2020
Q1 | $4.01M | Buy |
|
|||||
|
2019
Q4 | $2.37M | Buy |
|
|||||
|
2019
Q3 | $1.44M | Buy |
|