EFS
Essex Financial Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
16,365
+2,973
| +22% | +$185K | 0.07% | 250 |
|
|
2025
Q1 | $790K | Sell |
13,392
-2,120
| -14% | -$125K | 0.06% | 286 |
|
|
2024
Q4 | $768K | Buy |
15,512
+1,021
| +7% | +$50.6K | 0.05% | 292 |
|
|
2024
Q3 | $752K | Sell |
14,491
-25
| -0.2% | -$1.3K | 0.05% | 299 |
|
|
2024
Q2 | $664K | Buy |
14,516
+2,621
| +22% | +$120K | 0.05% | 312 |
|
|
2024
Q1 | $500K | Buy |
11,895
+13
| +0.1% | +$546 | 0.05% | 326 |
|
|
2023
Q4 | $464K | Hold |
11,882
| – | – | 0.05% | 319 |
|
|
2023
Q3 | $416K | Sell |
11,882
-13
| -0.1% | -$455 | 0.05% | 313 |
|
|
2023
Q2 | $433K | Sell |
11,895
-203
| -2% | -$7.39K | 0.05% | 304 |
|
|
2023
Q1 | $452K | Buy |
12,098
+3,412
| +39% | +$128K | 0.05% | 310 |
|
|
2022
Q4 | $300K | Hold |
8,686
| – | – | 0.03% | 360 |
|
|
2022
Q3 | $274K | Buy |
8,686
+288
| +3% | +$9.09K | 0.03% | 358 |
|
|
2022
Q2 | $288K | Buy |
8,398
+750
| +10% | +$25.7K | 0.03% | 359 |
|
|
2022
Q1 | $282K | Hold |
7,648
| – | – | 0.03% | 394 |
|
|
2021
Q4 | $266K | Sell |
7,648
-14,275
| -65% | -$496K | 0.03% | 392 |
|
|
2021
Q3 | $732K | Buy |
21,923
+6,690
| +44% | +$223K | 0.08% | 224 |
|
|
2021
Q2 | $514K | Buy |
15,233
+2,371
| +18% | +$80K | 0.07% | 231 |
|
|
2021
Q1 | $209K | Sell |
12,862
-190
| -1% | -$3.09K | 0.04% | 333 |
|
|
2020
Q4 | $237K | Hold |
13,052
| – | – | 0.05% | 281 |
|
|
2020
Q3 | $235K | Hold |
13,052
| – | – | 0.06% | 246 |
|
|
2020
Q2 | $222K | Sell |
13,052
-4,864
| -27% | -$82.7K | 0.07% | 229 |
|
|
2020
Q1 | $270K | Buy |
17,916
+5,434
| +44% | +$81.9K | 0.1% | 192 |
|
|
2019
Q4 | $181K | Buy |
+12,482
| New | +$181K | 0.05% | 258 |
|
|
2018
Q3 | – | Sell |
-32,000
| Closed | -$385K | – | 297 |
|
|
2018
Q2 | $385K | Sell |
32,000
-4,669
| -13% | -$56.2K | 0.09% | 181 |
|
|
2018
Q1 | $467K | Buy |
36,669
+4,669
| +15% | +$59.5K | 0.09% | 208 |
|
|
2017
Q4 | $400K | Hold |
32,000
| – | – | 0.1% | 179 |
|
|
2017
Q3 | $394K | Buy |
+32,000
| New | +$394K | 0.1% | 179 |
|
|
2014
Q4 | – | Sell |
-20,675
| Closed | -$242K | – | 325 |
|
|
2014
Q3 | $242K | Hold |
20,675
| – | – | 0.07% | 251 |
|
|
2014
Q2 | $266K | Buy |
20,675
+3,050
| +17% | +$39.2K | 0.08% | 241 |
|
|
2014
Q1 | $219K | Buy |
17,625
+3,255
| +23% | +$40.4K | 0.07% | 257 |
|
|
2013
Q4 | $168K | Buy |
+14,370
| New | +$168K | 0.06% | 266 |
|