Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $44K | Sell |
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|
2019
Q2 | $128K | Buy |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $27K | Buy |
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