Continuum Advisory’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
4,144
-678
| -14% | -$42.3K | 0.03% | 367 |
|
|
2025
Q1 | $284K | Buy |
4,822
+846
| +21% | +$49.9K | 0.04% | 330 |
|
|
2024
Q4 | $197K | Buy |
3,976
+58
| +1% | +$2.87K | 0.03% | 391 |
|
|
2024
Q3 | $190K | Buy |
3,918
+797
| +26% | +$38.6K | 0.02% | 402 |
|
|
2024
Q2 | $137K | Buy |
3,121
+11
| +0.4% | +$483 | 0.02% | 437 |
|
|
2024
Q1 | $138K | Buy |
+3,110
| New | +$138K | 0.02% | 429 |
|
|
2021
Q1 | – | Sell |
-8,642
| Closed | -$313K | – | 173 |
|
|
2020
Q4 | $313K | Sell |
8,642
-836
| -9% | -$30.3K | 0.14% | 117 |
|
|
2020
Q3 | $344K | Buy |
9,478
+197
| +2% | +$7.15K | 0.19% | 107 |
|
|
2020
Q2 | $314K | Buy |
9,281
+2,125
| +30% | +$71.9K | 0.2% | 102 |
|
|
2020
Q1 | $217K | Buy |
7,156
+815
| +13% | +$24.7K | 0.15% | 122 |
|
|
2019
Q4 | $184K | Sell |
6,341
-3,001
| -32% | -$87.1K | 0.11% | 130 |
|
|
2019
Q3 | $265K | Sell |
9,342
-271
| -3% | -$7.69K | 0.18% | 104 |
|
|
2019
Q2 | $255K | Sell |
9,613
-4,521
| -32% | -$120K | 0.18% | 103 |
|
|
2019
Q1 | $348K | Sell |
14,134
-4,494
| -24% | -$111K | 0.26% | 92 |
|
|
2018
Q4 | $458K | Sell |
18,628
-1,474
| -7% | -$36.2K | 0.34% | 78 |
|
|
2018
Q3 | $458K | Buy |
20,102
+2,747
| +16% | +$62.6K | 0.3% | 77 |
|
|
2018
Q2 | $417K | Buy |
17,355
+6,866
| +65% | +$165K | 0.31% | 80 |
|
|
2018
Q1 | $267K | Buy |
10,489
+1,390
| +15% | +$35.4K | 0.22% | 110 |
|
|
2017
Q4 | $228K | Buy |
9,099
+983
| +12% | +$24.6K | 0.17% | 151 |
|
|
2017
Q3 | $200K | Buy |
8,116
+577
| +8% | +$14.2K | 0.18% | 148 |
|
|
2017
Q2 | $180K | Buy |
7,539
+1,796
| +31% | +$42.9K | 0.18% | 137 |
|
|
2017
Q1 | $138K | Buy |
+5,743
| New | +$138K | 0.17% | 114 |
|