DAS
Dynamic Advisor Solutions’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Sell |
15,410
-2,271
| -13% | -$142K | 0.03% | 472 |
|
|
2025
Q1 | $1.04M | Sell |
17,681
-427
| -2% | -$25.2K | 0.03% | 408 |
|
|
2024
Q4 | $897K | Buy |
18,108
+631
| +4% | +$31.2K | 0.04% | 334 |
|
|
2024
Q3 | $869K | Sell |
17,477
-9,784
| -36% | -$486K | 0.03% | 488 |
|
|
2024
Q2 | $1.2M | Sell |
27,261
-50
| -0.2% | -$2.2K | 0.04% | 413 |
|
|
2024
Q1 | $1.15M | Buy |
27,311
+500
| +2% | +$21K | 0.04% | 415 |
|
|
2023
Q4 | $1.04M | Sell |
26,811
-975
| -4% | -$37.7K | 0.04% | 411 |
|
|
2023
Q3 | $972K | Sell |
27,786
-1,285
| -4% | -$45K | 0.05% | 362 |
|
|
2023
Q2 | $1.06M | Sell |
29,071
-31,327
| -52% | -$1.14M | 0.05% | 327 |
|
|
2023
Q1 | $2.26M | Buy |
60,398
+36,999
| +158% | +$1.38M | 0.13% | 198 |
|
|
2022
Q4 | $809K | Buy |
23,399
+178
| +0.8% | +$6.16K | 0.06% | 317 |
|
|
2022
Q3 | $732K | Sell |
23,221
-4,577
| -16% | -$144K | 0.06% | 304 |
|
|
2022
Q2 | $954K | Buy |
27,798
+1,375
| +5% | +$47.2K | 0.07% | 253 |
|
|
2022
Q1 | $973K | Sell |
26,423
-4,064
| -13% | -$150K | 0.07% | 270 |
|
|
2021
Q4 | $1.06M | Sell |
30,487
-124,334
| -80% | -$4.33M | 0.08% | 265 |
|
|
2021
Q3 | $5.17M | Sell |
154,821
-34,254
| -18% | -$1.14M | 0.39% | 57 |
|
|
2021
Q2 | $6.37M | Sell |
189,075
-284,555
| -60% | -$9.59M | 0.5% | 40 |
|
|
2021
Q1 | $7.7M | Sell |
473,630
-136,211
| -22% | -$2.21M | 0.71% | 25 |
|
|
2020
Q4 | $11.1M | Buy |
609,841
+14,333
| +2% | +$260K | 1.03% | 11 |
|
|
2020
Q3 | $10.7M | Buy |
595,508
+55,111
| +10% | +$991K | 1.22% | 12 |
|
|
2020
Q2 | $9.18M | Buy |
540,397
+93,820
| +21% | +$1.59M | 1.24% | 10 |
|
|
2020
Q1 | $6.73M | Buy |
446,577
+5,418
| +1% | +$81.7K | 1.23% | 10 |
|
|
2019
Q4 | $6.4M | Buy |
441,159
+38,876
| +10% | +$564K | 0.87% | 21 |
|
|
2019
Q3 | $5.67M | Buy |
402,283
+141,670
| +54% | +$2M | 0.88% | 21 |
|
|
2019
Q2 | $3.52M | Buy |
260,613
+122,029
| +88% | +$1.65M | 0.57% | 40 |
|
|
2019
Q1 | $1.72M | Buy |
138,584
+3,849
| +3% | +$47.7K | 0.32% | 85 |
|
|
2018
Q4 | $1.68M | Buy |
134,735
+106,842
| +383% | +$1.33M | 0.36% | 81 |
|
|
2018
Q3 | $319K | Sell |
27,893
-2,712
| -9% | -$31K | 0.07% | 290 |
|
|
2018
Q2 | $368K | Sell |
30,605
-500
| -2% | -$6.01K | 0.08% | 264 |
|
|
2018
Q1 | $396K | Buy |
31,105
+1,379
| +5% | +$17.6K | 0.1% | 212 |
|
|
2017
Q4 | $372K | Sell |
29,726
-1,594
| -5% | -$19.9K | 0.12% | 182 |
|
|
2017
Q3 | $386K | Sell |
31,320
-409
| -1% | -$5.04K | 0.15% | 161 |
|
|
2017
Q2 | $379K | Buy |
+31,729
| New | +$379K | 0.15% | 161 |
|