Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-59,335
| Closed | -$2.08M | – | 125 |
|
|
2023
Q3 | $2.08M | Hold |
59,335
| – | – | 0.28% | 47 |
|
|
2023
Q2 | $2.16M | Sell |
59,335
-450
| -0.8% | -$16.9K | 0.27% | 48 |
|
|
2023
Q1 | $2.23M | Sell |
59,785
-120
| -0.2% | -$4.31K | 0.3% | 44 |
|
|
2022
Q4 | $2.07M | Buy |
59,905
+350
| +0.6% | +$11.5K | 0.29% | 57 |
|
|
2022
Q3 | $1.88M | Sell |
59,555
-32,410
| -35% | -$1.06M | 0.29% | 49 |
|
|
2022
Q2 | $3.15M | Buy |
91,965
+3,800
| +4% | +$135K | 0.47% | 48 |
|
|
2022
Q1 | $3.25M | Hold |
88,165
| – | – | 0.42% | 47 |
|
|
2021
Q4 | $3.07M | Sell |
88,165
-760
| -0.9% | -$26K | 0.37% | 45 |
|
|
2021
Q3 | $2.97M | Sell |
88,925
-52,450
| -37% | -$1.79M | 0.37% | 46 |
|
|
2021
Q2 | $4.76M | Buy |
141,375
+50,325
| +55% | +$1.74M | 0.62% | 44 |
|
|
2021
Q1 | $2.96M | Hold |
91,050
| – | – | 0.43% | 54 |
|
|
2020
Q4 | $3.3M | Sell |
91,050
-675
| -0.7% | -$24.2K | 0.5% | 51 |
|
|
2020
Q3 | $3.3M | Hold |
91,725
| – | – | 0.51% | 47 |
|
|
2020
Q2 | $3.12M | Sell |
91,725
-14,025
| -13% | -$460K | 0.5% | 48 |
|
|
2020
Q1 | $3.19M | Hold |
105,750
| – | – | 0.52% | 47 |
|
|
2019
Q4 | $3.07M | Hold |
105,750
| – | – | 0.45% | 52 |
|
|
2019
Q3 | $2.98M | Hold |
105,750
| – | – | 0.46% | 51 |
|
|
2019
Q2 | $2.85M | Sell |
105,750
-3,250
| -3% | -$81.5K | 0.45% | 53 |
|
|
2019
Q1 | $2.7M | Hold |
109,000
| – | – | 0.46% | 46 |
|
|
2018
Q4 | $2.68M | Hold |
109,000
| – | – | 0.54% | 50 |
|
|
2018
Q3 | $2.49M | Buy |
109,000
+3,600
| +3% | +$83.7K | 0.45% | 48 |
|
|
2018
Q2 | $2.53M | Hold |
105,400
| – | – | 0.48% | 48 |
|
|
2018
Q1 | $2.68M | Sell |
105,400
-85,350
| -45% | -$2.18M | 0.5% | 46 |
|
|
2017
Q4 | $4.77M | Hold |
190,750
| – | – | 0.95% | 37 |
|
|
2017
Q3 | $4.7M | Hold |
190,750
| – | – | 0.93% | 36 |
|
|
2017
Q2 | $4.55M | Buy |
190,750
+12,250
| +7% | +$296K | 1.03% | 34 |
|
|
2017
Q1 | $4.29M | Buy |
178,500
+93,500
| +110% | +$2.2M | 1.11% | 32 |
|
|
2016
Q4 | $1.88M | Buy |
+85,000
| New | +$1.99M | 0.52% | 48 |
|
|
2015
Q3 | – | Sell |
-82,065
| Closed | -$1.86M | – | 65 |
|
|
2015
Q2 | $1.86M | Sell |
82,065
-50
| -0.1% | -$1.15K | 0.65% | 31 |
|
|
2015
Q1 | $1.88M | Sell |
82,115
-46,700
| -36% | -$1.1M | 0.67% | 31 |
|
|
2014
Q4 | $2.95M | Sell |
128,815
-77,185
| -37% | -$1.79M | 1.04% | 26 |
|
|
2014
Q3 | $4.82M | Buy |
206,000
+7,250
| +4% | +$180K | 1.86% | 21 |
|
|
2014
Q2 | $5.12M | Buy |
198,750
+8,500
| +4% | +$213K | 1.96% | 20 |
|
|
2014
Q1 | $4.73M | Buy |
190,250
+55,250
| +41% | +$1.39M | 1.9% | 20 |
|
|
2013
Q4 | $3.15M | Buy |
+135,000
| New | +$3.33M | 1.4% | 25 |
|
Other funds holding IAU
CSIA
Estate Counselors's IAU Position: Q4 2023 in Review
Estate Counselors sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 59,335 shares — an estimated $2.08M sold.
Estate Counselors first reported a position in IAU in Q4 2013 and held it in 35 quarters. The position peaked at $5.12M in Q2 2014. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.
- Estate Counselors reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
- Estate Counselors sold 59,335 iShares Gold Trust shares in Q4 2023, an estimated $2.08M.
- Estate Counselors first reported a position in iShares Gold Trust in Q4 2013 and held it in 35 quarters.
- Estate Counselors's iShares Gold Trust position peaked at $5.12M in Q2 2014.
- 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.
Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.