Equitable Holdings’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 | $39.5M | Buy |
632,981
+41,993
| +7% | +$2.62M | 0.33% | 66 |
|
|
2025
Q1 | $34.8M | Buy |
590,988
+62,292
| +12% | +$3.67M | 0.33% | 66 |
|
|
2024
Q4 | $26.2M | Buy |
528,696
+54,505
| +11% | +$2.7M | 0.25% | 86 |
|
|
2024
Q3 | $23.6M | Buy |
474,191
+9,237
| +2% | +$459K | 0.23% | 90 |
|
|
2024
Q2 | $20.4M | Sell |
464,954
-267,947
| -37% | -$11.8M | 0.21% | 90 |
|
|
2024
Q1 | $30.8M | Buy |
732,901
+42,133
| +6% | +$1.77M | 0.35% | 63 |
|
|
2023
Q4 | $27M | Sell |
690,768
-28,535
| -4% | -$1.11M | 0.33% | 66 |
|
|
2023
Q3 | $25.2M | Buy |
719,303
+37,422
| +5% | +$1.31M | 0.36% | 63 |
|
|
2023
Q2 | $24.8M | Buy |
681,881
+36,449
| +6% | +$1.33M | 0.36% | 61 |
|
|
2023
Q1 | $24.1M | Buy |
645,432
+6,850
| +1% | +$256K | 0.39% | 59 |
|
|
2022
Q4 | $22.1M | Sell |
638,582
-81,873
| -11% | -$2.83M | 0.38% | 61 |
|
|
2022
Q3 | $22.7M | Buy |
720,455
+64,968
| +10% | +$2.05M | 0.44% | 51 |
|
|
2022
Q2 | $22.5M | Buy |
655,487
+36,171
| +6% | +$1.24M | 0.43% | 53 |
|
|
2022
Q1 | $22.8M | Buy |
619,316
+52,480
| +9% | +$1.93M | 0.37% | 54 |
|
|
2021
Q4 | $19.7M | Sell |
566,836
-29,786
| -5% | -$1.04M | 0.31% | 59 |
|
|
2021
Q3 | $19.9M | Buy |
596,622
+39,607
| +7% | +$1.32M | 0.34% | 53 |
|
|
2021
Q2 | $18.8M | Buy |
557,015
+28,811
| +5% | +$971K | 0.32% | 53 |
|
|
2021
Q1 | $17.2M | Buy |
528,204
+6,229
| +1% | +$203K | 0.36% | 51 |
|
|
2020
Q4 | $18.9M | Buy |
521,975
+4,594
| +0.9% | +$167K | 0.43% | 49 |
|
|
2020
Q3 | $18.6M | Buy |
517,381
+7,495
| +1% | +$270K | 0.48% | 46 |
|
|
2020
Q2 | $17.3M | Buy |
509,886
+16,691
| +3% | +$567K | 0.5% | 47 |
|
|
2020
Q1 | $14.9M | Sell |
493,195
-5,479
| -1% | -$165K | 0.53% | 40 |
|
|
2019
Q4 | $14.5M | Buy |
+498,674
| New | +$14.5M | 0.42% | 49 |
|