First Foundation Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
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|
2025
Q1 | $21.9M | Buy |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $13M | Sell |
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $21.8M | Sell |
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|
2022
Q2 | $88.1M | Sell |
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|
2022
Q1 | $96.3M | Sell |
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|
2021
Q4 | $91.7M | Sell |
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|
2021
Q3 | $89.5M | Sell |
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|
2021
Q2 | $90.8M | Sell |
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|
2021
Q1 | $95.8M | Sell |
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|
2020
Q4 | $109M | Buy |
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|
2020
Q3 | $106M | Buy |
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|
2020
Q2 | $96.8M | Buy |
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|
2020
Q1 | $84.4M | Buy |
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|
2019
Q4 | $70.6M | Sell |
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|
2019
Q3 | $78.5M | Buy |
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