Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.4M | Buy |
821,163
+30,355
| +4% | +$2.78M | 0.05% | 165 |
|
|
2025
Q4 | $64.2M | Sell |
790,808
-150
| -0% | -$11.7K | 0.05% | 164 |
|
|
2025
Q3 | $57.6M | Buy |
790,958
+26,814
| +4% | +$1.75M | 0.04% | 165 |
|
|
2025
Q2 | $47.7M | Buy |
764,144
+266
| +0% | +$16.5K | 0.04% | 176 |
|
|
2025
Q1 | $45M | Buy |
763,878
+5,374
| +0.7% | +$291K | 0.04% | 177 |
|
|
2024
Q4 | $37.6M | Sell |
758,504
-38,557
| -5% | -$1.94M | 0.04% | 184 |
|
|
2024
Q3 | $39.6M | Sell |
797,061
-983
| -0.1% | -$46K | 0.04% | 173 |
|
|
2024
Q2 | $35.1M | Buy |
798,044
+9,705
| +1% | +$429K | 0.04% | 182 |
|
|
2024
Q1 | $33.1M | Sell |
788,339
-18,214
| -2% | -$714K | 0.04% | 184 |
|
|
2023
Q4 | $31.5M | Sell |
806,553
-5,959
| -0.7% | -$223K | 0.06% | 175 |
|
|
2023
Q3 | $28.4M | Sell |
812,512
-79,486
| -9% | -$2.9M | 0.04% | 189 |
|
|
2023
Q2 | $32.5M | Sell |
891,998
-39,750
| -4% | -$1.49M | 0.04% | 161 |
|
|
2023
Q1 | $34.8M | Sell |
931,748
-248,616
| -21% | -$8.92M | 0.05% | 144 |
|
|
2022
Q4 | $40.8M | Sell |
1,180,364
-143,417
| -11% | -$4.71M | 0.06% | 127 |
|
|
2022
Q3 | $41.7M | Sell |
1,323,781
-102,579
| -7% | -$3.36M | 0.07% | 109 |
|
|
2022
Q2 | $48.9M | Buy |
1,426,360
+43,286
| +3% | +$1.54M | 0.08% | 106 |
|
|
2022
Q1 | $50.9M | Buy |
1,383,074
+82,173
| +6% | +$2.94M | 0.08% | 107 |
|
|
2021
Q4 | $45.3M | Sell |
1,300,901
-162,647
| -11% | -$5.56M | 0.07% | 103 |
|
|
2021
Q3 | $48.9M | Sell |
1,463,548
-986,831
| -40% | -$33.6M | 0.09% | 94 |
|
|
2021
Q2 | $82.6M | Buy |
2,450,379
+1,994,544
| +438% | +$68.9M | 0.15% | 65 |
|
|
2021
Q1 | $14.8M | Buy |
455,835
+7,403
| +2% | +$253K | 0.03% | 217 |
|
|
2020
Q4 | $16.3M | Buy |
448,432
+172,426
| +62% | +$6.17M | 0.04% | 187 |
|
|
2020
Q3 | $9.93M | Buy |
276,006
+85,726
| +45% | +$3.13M | 0.03% | 209 |
|
|
2020
Q2 | $6.47M | Buy |
190,280
+21,133
| +12% | +$692K | 0.02% | 252 |
|
|
2020
Q1 | $5.1M | Buy |
169,147
+43,203
| +34% | +$1.31M | 0.02% | 256 |
|
|
2019
Q4 | $3.65M | Sell |
125,944
-5,557
| -4% | -$158K | 0.01% | 361 |
|
|
2019
Q3 | $3.71M | Sell |
131,501
-24,512
| -16% | -$691K | 0.01% | 345 |
|
|
2019
Q2 | $4.21M | Buy |
156,013
+765
| +0.5% | +$19.2K | 0.01% | 318 |
|
|
2019
Q1 | $3.84M | Sell |
155,248
-9,388
| -6% | -$234K | 0.01% | 319 |
|
|
2018
Q4 | $4.05M | Sell |
164,636
-2,797
| -2% | -$65.8K | 0.02% | 285 |
|
|
2018
Q3 | $3.83M | Sell |
167,433
-17,482
| -9% | -$406K | 0.01% | 327 |
|
|
2018
Q2 | $4.45M | Sell |
184,915
-12,212
| -6% | -$306K | 0.02% | 276 |
|
|
2018
Q1 | $5.02M | Sell |
197,127
-1,765
| -0.9% | -$45.1K | 0.02% | 247 |
|
|
2017
Q4 | $4.98M | Sell |
198,892
-9,035
| -4% | -$222K | 0.02% | 246 |
|
|
2017
Q3 | $5.12M | Buy |
207,927
+12,227
| +6% | +$301K | 0.02% | 235 |
|
|
2017
Q2 | $4.67M | Sell |
195,700
-44,900
| -19% | -$1.09M | 0.02% | 231 |
|
|
2017
Q1 | $5.78M | Sell |
240,600
-15,375
| -6% | -$361K | 0.03% | 193 |
|
|
2016
Q4 | $5.67M | Sell |
255,975
-29,265
| -10% | -$686K | 0.03% | 192 |
|
|
2016
Q3 | $7.24M | Buy |
285,240
+256,497
| +892% | +$6.6M | 0.05% | 157 |
|
|
2016
Q2 | $734K | Buy |
28,743
+170
| +0.6% | +$4.13K | 0.01% | 618 |
|
|
2016
Q1 | $679K | Buy |
28,573
+17,401
| +156% | +$398K | 0.01% | 629 |
|
|
2015
Q4 | $229K | Buy |
11,172
+64
| +0.6% | +$1.36K | ﹤0.01% | 1126 |
|
|
2015
Q3 | $239K | Sell |
11,108
-10,401
| -48% | -$226K | ﹤0.01% | 1090 |
|
|
2015
Q2 | $488K | Buy |
21,509
+2,600
| +14% | +$60K | ﹤0.01% | 665 |
|
|
2015
Q1 | $433K | Buy |
18,909
+6,116
| +48% | +$144K | ﹤0.01% | 801 |
|
|
2014
Q4 | $293K | Buy |
12,793
+1,922
| +18% | +$44.7K | ﹤0.01% | 949 |
|
|
2014
Q3 | $254K | Buy |
10,871
+1,350
| +14% | +$33.5K | ﹤0.01% | 946 |
|
|
2014
Q2 | $245K | Sell |
9,521
-14,856
| -61% | -$371K | ﹤0.01% | 935 |
|
|
2014
Q1 | $606K | Buy |
24,377
+6,590
| +37% | +$165K | 0.01% | 541 |
|
|
2013
Q4 | $416K | Buy |
17,787
+1,136
| +7% | +$28.1K | 0.01% | 572 |
|
|
2013
Q3 | $429K | Buy |
16,651
+246
| +1% | +$6.35K | 0.01% | 491 |
|
|
2013
Q2 | $393K | Buy |
+16,405
| New | +$452K | 0.01% | 469 |
|
Other funds holding IAU
