Financial Counselors Inc’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 | – | Sell |
-156,209
| Closed | -$9.21M | – | 240 |
|
|
2025
Q1 | $9.21M | Buy |
156,209
+941
| +0.6% | +$55.5K | 0.14% | 152 |
|
|
2024
Q4 | $7.69M | Buy |
155,268
+808
| +0.5% | +$40K | 0.11% | 163 |
|
|
2024
Q3 | $7.68M | Buy |
154,460
+18,770
| +14% | +$933K | 0.11% | 158 |
|
|
2024
Q2 | $5.96M | Sell |
135,690
-1,392
| -1% | -$61.2K | 0.1% | 172 |
|
|
2024
Q1 | $5.76M | Sell |
137,082
-24,158
| -15% | -$1.01M | 0.1% | 178 |
|
|
2023
Q4 | $6.29M | Buy |
161,240
+1,088
| +0.7% | +$42.5K | 0.11% | 166 |
|
|
2023
Q3 | $5.6M | Buy |
+160,152
| New | +$5.6M | 0.11% | 168 |
|
|
2017
Q3 | – | Sell |
-12,710
| Closed | -$304K | – | 499 |
|
|
2017
Q2 | $304K | Buy |
12,710
+35
| +0.3% | +$837 | 0.02% | 400 |
|
|
2017
Q1 | $304K | Sell |
12,675
-1,500
| -11% | -$36K | 0.02% | 406 |
|
|
2016
Q4 | $314K | Buy |
+14,175
| New | +$314K | 0.02% | 387 |
|
|
2016
Q2 | $216K | Sell |
8,468
-626
| -7% | -$16K | 0.01% | 403 |
|
|
2016
Q1 | $216K | Buy |
9,094
+806
| +10% | +$19.1K | 0.01% | 403 |
|
|
2015
Q4 | $170K | Sell |
8,288
-3,143
| -27% | -$64.5K | 0.01% | 423 |
|
|
2015
Q3 | $246K | Sell |
11,431
-1,330
| -10% | -$28.6K | 0.02% | 383 |
|
|
2015
Q2 | $289K | Hold |
12,761
| – | – | 0.02% | 377 |
|
|
2015
Q1 | $292K | Sell |
12,761
-333
| -3% | -$7.62K | 0.02% | 381 |
|
|
2014
Q4 | $300K | Buy |
13,094
+633
| +5% | +$14.5K | 0.02% | 362 |
|
|
2014
Q3 | $292K | Buy |
12,461
+675
| +6% | +$15.8K | 0.02% | 372 |
|
|
2014
Q2 | $304K | Sell |
11,786
-1,000
| -8% | -$25.8K | 0.02% | 366 |
|
|
2014
Q1 | $318K | Buy |
12,786
+5,080
| +66% | +$126K | 0.02% | 357 |
|
|
2013
Q4 | $180K | Sell |
7,706
-418
| -5% | -$9.76K | 0.01% | 393 |
|
|
2013
Q3 | $209K | Sell |
8,124
-466
| -5% | -$12K | 0.02% | 372 |
|
|
2013
Q2 | $206K | Buy |
+8,590
| New | +$206K | 0.02% | 367 |
|