Financial Advocates Investment Management’s iShares Gold Trust IAU Stock Holding History

Financial Advocates Investment Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Sell	30,332 -46,368	-60%	-$2.89M	0.15%	135
2025 Q1	$4.52M	Buy	76,700 +3,719	+5%	+$219K	0.32%	72
2024 Q4	$3.61M	Buy	72,981 +3,240	+5%	+$160K	0.21%	105
2024 Q3	$3.47M	Buy	69,741 +5,081	+8%	+$253K	0.2%	115
2024 Q2	$2.84M	Buy	64,660 +31,502	+95%	+$1.38M	0.18%	127
2024 Q1	$1.37M	Sell	33,158 -24,840	-43%	-$1.03M	0.08%	247
2023 Q4	$2.26M	Buy	57,998 +14,222	+32%	+$555K	0.15%	153
2023 Q3	$1.53M	Buy	43,776 +1,744	+4%	+$61K	0.11%	200
2023 Q2	$1.53M	Buy	42,032 +5,941	+16%	+$216K	0.11%	195
2023 Q1	$1.35M	Sell	36,091 -1,112	-3%	-$41.6K	0.1%	222
2022 Q4	$1.29M	Sell	37,203 -863	-2%	-$29.9K	0.1%	233
2022 Q3	$1.2M	Sell	38,066 -15,243	-29%	-$481K	0.1%	218
2022 Q2	$1.83M	Buy	53,309 +43,130	+424%	+$1.48M	0.15%	167
2022 Q1	$375K	Sell	10,179 -25,644	-72%	-$945K	0.02%	514
2021 Q4	$1.25M	Buy	35,823 +4,675	+15%	+$163K	0.08%	281
2021 Q3	$1.04M	Sell	31,148 -10,651	-25%	-$356K	0.07%	300
2021 Q2	$1.41M	Buy	41,799 +6,678	+19%	+$225K	0.09%	253
2021 Q1	$1.14M	Buy	35,121 +1,238	+4%	+$40.3K	0.08%	276
2020 Q4	$1.23M	Sell	33,883 -13,427	-28%	-$487K	0.08%	264
2020 Q3	$1.7M	Sell	47,310 -54,856	-54%	-$1.97M	0.15%	146
2020 Q2	$3.47M	Buy	102,166 +15,964	+19%	+$543K	0.33%	71
2020 Q1	$2.6M	Buy	86,202 +17,764	+26%	+$535K	0.37%	70
2019 Q4	$1.99M	Sell	68,438 -6,744	-9%	-$196K	0.21%	115
2019 Q3	$2.12M	Buy	75,182 +315	+0.4%	+$8.88K	0.24%	108
2019 Q2	$2.02M	Buy	74,867 +3,318	+5%	+$89.6K	0.23%	110
2019 Q1	$1.77M	Buy	71,549 +36,957	+107%	+$915K	0.22%	119
2018 Q4	$850K	Buy	34,592 +11,304	+49%	+$278K	0.12%	188
2018 Q3	$532K	Buy	23,288 +5,349	+30%	+$122K	0.06%	276
2018 Q2	$427K	Sell	17,939 -43,717	-71%	-$1.04M	0.05%	290
2018 Q1	$1.57M	Buy	61,656 +33,059	+116%	+$842K	0.2%	113
2017 Q4	$716K	Buy	+28,597	New	+$716K	0.1%	210