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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.6M | Buy |
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|
2025
Q2 | $47.7M | Buy |
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|
2025
Q1 | $45M | Buy |
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|
2024
Q4 | $37.6M | Sell |
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|
2024
Q3 | $39.6M | Sell |
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|
2024
Q2 | $35.1M | Buy |
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|
2024
Q1 | $33.1M | Sell |
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|
2023
Q4 | $31.5M | Sell |
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|
2023
Q3 | $28.4M | Sell |
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|
2023
Q2 | $32.5M | Sell |
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|
2023
Q1 | $34.8M | Sell |
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|
2022
Q4 | $40.8M | Sell |
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|
2022
Q3 | $41.7M | Sell |
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|
2022
Q2 | $48.9M | Buy |
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|
2022
Q1 | $50.9M | Buy |
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|
2021
Q4 | $45.3M | Sell |
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|
2021
Q3 | $48.9M | Sell |
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|
2021
Q2 | $82.6M | Buy |
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|
2021
Q1 | $14.8M | Buy |
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|
2020
Q4 | $16.3M | Buy |
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|
2020
Q3 | $9.93M | Buy |
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|
2020
Q2 | $6.47M | Buy |
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|
2020
Q1 | $5.1M | Buy |
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|
2019
Q4 | $3.65M | Sell |
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|
2019
Q3 | $3.71M | Sell |
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|
2019
Q2 | $4.21M | Buy |
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|
2019
Q1 | $3.84M | Sell |
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|
2018
Q4 | $4.05M | Sell |
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|
2018
Q3 | $3.83M | Sell |
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|
2018
Q2 | $4.45M | Sell |
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|
2018
Q1 | $5.02M | Sell |
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|
2017
Q4 | $4.98M | Sell |
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|
2017
Q3 | $5.12M | Buy |
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|
2017
Q2 | $4.67M | Sell |
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|
2017
Q1 | $5.78M | Sell |
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|
2016
Q4 | $5.67M | Sell |
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|
2016
Q3 | $7.24M | Buy |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $679K | Buy |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $239K | Sell |
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|
2015
Q2 | $488K | Buy |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $293K | Buy |
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|
2014
Q3 | $254K | Buy |
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|
2014
Q2 | $245K | Sell |
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|
2014
Q1 | $606K | Buy |
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|
2013
Q4 | $416K | Buy |
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|
2013
Q3 | $429K | Buy |
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|
2013
Q2 | $393K | Buy |
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