Delta Financial Advisors’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 | $5.01M | Buy |
80,322
+75
| +0.1% | +$4.68K | 1.76% | 15 |
|
|
2025
Q1 | $4.73M | Sell |
80,247
-10
| -0% | -$590 | 1.78% | 14 |
|
|
2024
Q4 | $3.97M | Sell |
80,257
-1,956
| -2% | -$96.8K | 1.48% | 18 |
|
|
2024
Q3 | $4.09M | Sell |
82,213
-1,540
| -2% | -$76.5K | 1.48% | 17 |
|
|
2024
Q2 | $3.68M | Buy |
83,753
+1,800
| +2% | +$79.1K | 1.43% | 16 |
|
|
2024
Q1 | $3.44M | Sell |
81,953
-507
| -0.6% | -$21.3K | 1.36% | 17 |
|
|
2023
Q4 | $3.22M | Hold |
82,460
| – | – | 1.4% | 17 |
|
|
2023
Q3 | $2.89M | Hold |
82,460
| – | – | 1.3% | 21 |
|
|
2023
Q2 | $3M | Sell |
82,460
-1,322
| -2% | -$48.1K | 1.33% | 19 |
|
|
2023
Q1 | $3.13M | Hold |
83,782
| – | – | 1.51% | 16 |
|
|
2022
Q4 | $2.9M | Hold |
83,782
| – | – | 1.41% | 18 |
|
|
2022
Q3 | $2.64M | Sell |
83,782
-2,107
| -2% | -$66.4K | 1.4% | 19 |
|
|
2022
Q2 | $2.95M | Sell |
85,889
-50
| -0.1% | -$1.72K | 1.47% | 18 |
|
|
2022
Q1 | $3.17M | Sell |
85,939
-1,000
| -1% | -$36.8K | 1.35% | 18 |
|
|
2021
Q4 | $3.03M | Sell |
86,939
-437
| -0.5% | -$15.2K | 1.23% | 22 |
|
|
2021
Q3 | $2.92M | Sell |
87,376
-1,137
| -1% | -$38K | 1.3% | 21 |
|
|
2021
Q2 | $2.98M | Buy |
88,513
+1,348
| +2% | +$45.4K | 1.31% | 20 |
|
|
2021
Q1 | $2.84M | Buy |
87,165
+647
| +0.7% | +$21K | 1.33% | 19 |
|
|
2020
Q4 | $3.14M | Buy |
86,518
+1,390
| +2% | +$50.4K | 1.57% | 15 |
|
|
2020
Q3 | $3.06M | Buy |
85,128
+638
| +0.8% | +$23K | 1.7% | 11 |
|
|
2020
Q2 | $2.87M | Buy |
84,490
+10,150
| +14% | +$345K | 1.69% | 12 |
|
|
2020
Q1 | $2.24M | Buy |
74,340
+260
| +0.4% | +$7.84K | 1.54% | 13 |
|
|
2019
Q4 | $2.15M | Buy |
74,080
+15,850
| +27% | +$460K | 0.84% | 47 |
|
|
2019
Q3 | $1.64M | Buy |
58,230
+22,485
| +63% | +$634K | 0.67% | 60 |
|
|
2019
Q2 | $965K | Buy |
+35,745
| New | +$965K | 0.4% | 80 |
|