D.A. Davidson & Co’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 | $3.99M | Sell |
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|
2025
Q1 | $5.47M | Sell |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $4.63M | Buy |
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|
2023
Q1 | $4.5M | Sell |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $12.8M | Buy |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $9.93M | Buy |
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|
2020
Q4 | $9.89M | Sell |
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|
2020
Q3 | $10.9M | Buy |
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|
2020
Q2 | $8.03M | Buy |
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|
2020
Q1 | $6.38M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $985K | Buy |
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|
2018
Q4 | $516K | Buy |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $269K | Sell |
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|
2017
Q3 | $264K | Buy |
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|
2017
Q2 | $196K | Sell |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $189K | Buy |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $172K | Buy |
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|
2015
Q3 | $112K | Buy |
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|
2015
Q2 | $99K | Buy |
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|
2015
Q1 | $90K | Sell |
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|
2014
Q4 | $94K | Sell |
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|
2014
Q3 | $108K | Hold |
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|
2014
Q2 | $119K | Hold |
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|
2014
Q1 | $115K | Sell |
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|
2013
Q4 | $112K | Buy |
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|
2013
Q3 | $74K | Sell |
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|
2013
Q2 | $83K | Buy |
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