EP Wealth 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 | $1.74M | Buy |
27,963
+1,201
| +4% | +$74.9K | 0.01% | 444 |
|
|
2025
Q1 | $1.58M | Buy |
26,762
+3,143
| +13% | +$185K | 0.01% | 402 |
|
|
2024
Q4 | $1.17M | Buy |
23,619
+6,919
| +41% | +$343K | 0.01% | 457 |
|
|
2024
Q3 | $830K | Sell |
16,700
-1,377
| -8% | -$68.4K | 0.01% | 539 |
|
|
2024
Q2 | $794K | Sell |
18,077
-558
| -3% | -$24.5K | 0.01% | 427 |
|
|
2024
Q1 | $783K | Buy |
18,635
+262
| +1% | +$11K | 0.01% | 423 |
|
|
2023
Q4 | $717K | Sell |
18,373
-1,027
| -5% | -$40.1K | 0.01% | 422 |
|
|
2023
Q3 | $679K | Sell |
19,400
-22,005
| -53% | -$770K | 0.01% | 398 |
|
|
2023
Q2 | $1.78M | Buy |
41,405
+6,680
| +19% | +$287K | 0.03% | 258 |
|
|
2023
Q1 | $50K | Buy |
34,725
+21,165
| +156% | +$30.5K | ﹤0.01% | 605 |
|
|
2022
Q4 | $469K | Sell |
13,560
-1,239
| -8% | -$42.9K | 0.01% | 390 |
|
|
2022
Q3 | $467K | Buy |
14,799
+2,679
| +22% | +$84.5K | 0.01% | 283 |
|
|
2022
Q2 | $416K | Buy |
12,120
+916
| +8% | +$31.4K | 0.01% | 414 |
|
|
2022
Q1 | $413K | Sell |
11,204
-1,879
| -14% | -$69.3K | 0.01% | 420 |
|
|
2021
Q4 | $455K | Sell |
13,083
-246
| -2% | -$8.56K | 0.01% | 370 |
|
|
2021
Q3 | $445K | Sell |
13,329
-689
| -5% | -$23K | 0.01% | 353 |
|
|
2021
Q2 | $473K | Sell |
14,018
-336
| -2% | -$11.3K | 0.01% | 346 |
|
|
2021
Q1 | $467K | Sell |
14,354
-816
| -5% | -$26.5K | 0.01% | 339 |
|
|
2020
Q4 | $550K | Buy |
+15,170
| New | +$550K | 0.02% | 253 |
|
|
2020
Q3 | – | Sell |
-12,073
| Closed | -$410K | – | 364 |
|
|
2020
Q2 | $410K | Sell |
12,073
-340
| -3% | -$11.5K | 0.02% | 269 |
|
|
2020
Q1 | $374K | Buy |
12,413
+3,686
| +42% | +$111K | 0.02% | 288 |
|
|
2019
Q4 | $253K | Sell |
8,727
-390
| -4% | -$11.3K | 0.01% | 359 |
|
|
2019
Q3 | $257K | Sell |
9,117
-461
| -5% | -$13K | 0.01% | 305 |
|
|
2019
Q2 | $259K | Buy |
9,578
+1,823
| +24% | +$49.3K | 0.02% | 260 |
|
|
2019
Q1 | $192K | Buy |
7,755
+7
| +0.1% | +$173 | 0.02% | 237 |
|
|
2018
Q4 | $190K | Sell |
7,748
-75
| -1% | -$1.84K | 0.01% | 249 |
|
|
2018
Q3 | $179K | Sell |
7,823
-746
| -9% | -$17.1K | 0.01% | 274 |
|
|
2018
Q2 | $206K | Hold |
8,569
| – | – | 0.02% | 183 |
|
|
2018
Q1 | $218K | Sell |
8,569
-183
| -2% | -$4.66K | 0.02% | 192 |
|
|
2017
Q4 | $219K | Buy |
8,752
+1,620
| +23% | +$40.5K | 0.02% | 179 |
|
|
2017
Q3 | $176K | Sell |
7,132
-2,445
| -26% | -$60.3K | 0.02% | 174 |
|
|
2017
Q2 | $229K | Sell |
9,577
-2,917
| -23% | -$69.8K | 0.03% | 166 |
|
|
2017
Q1 | $300K | Buy |
12,494
+4,598
| +58% | +$110K | 0.04% | 115 |
|
|
2016
Q4 | $175K | Sell |
7,896
-812
| -9% | -$18K | 0.03% | 133 |
|
|
2016
Q3 | $221K | Buy |
8,708
+1,183
| +16% | +$30K | 0.03% | 126 |
|
|
2016
Q2 | $192K | Buy |
7,525
+1,025
| +16% | +$26.2K | 0.03% | 124 |
|
|
2016
Q1 | $154K | Hold |
6,500
| – | – | 0.02% | 135 |
|
|
2015
Q4 | $133K | Hold |
6,500
| – | – | 0.02% | 141 |
|
|
2015
Q3 | $140K | Sell |
6,500
-119
| -2% | -$2.56K | 0.03% | 135 |
|
|
2015
Q2 | $150K | Buy |
6,619
+119
| +2% | +$2.7K | 0.03% | 117 |
|
|
2015
Q1 | $149K | Buy |
+6,500
| New | +$149K | 0.03% | 123 |
|