Dynamic Advisor Solutions’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 | $1.23M | Buy |
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|
2025
Q2 | $961K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $869K | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $972K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $809K | Buy |
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|
2022
Q3 | $732K | Sell |
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|
2022
Q2 | $954K | Buy |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $5.17M | Sell |
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|
2021
Q2 | $6.37M | Sell |
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|
2021
Q1 | $7.7M | Sell |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $10.7M | Buy |
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|
2020
Q2 | $9.18M | Buy |
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|
2020
Q1 | $6.73M | Buy |
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|
2019
Q4 | $6.4M | Buy |
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|
2019
Q3 | $5.67M | Buy |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $319K | Sell |
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|
2018
Q2 | $368K | Sell |
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|
2018
Q1 | $396K | Buy |
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|
2017
Q4 | $372K | Sell |
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|
2017
Q3 | $386K | Sell |
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|
2017
Q2 | $379K | Buy |
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