FFA
First Foundation Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
353,713
-17,806
| -5% | -$1.11M | 0.82% | 27 |
|
|
2025
Q1 | $21.9M | Buy |
371,519
+29,628
| +9% | +$1.75M | 0.89% | 26 |
|
|
2024
Q4 | $16.9M | Buy |
341,891
+25,557
| +8% | +$1.27M | 0.64% | 34 |
|
|
2024
Q3 | $15.7M | Sell |
316,334
-2,194
| -0.7% | -$109K | 0.59% | 40 |
|
|
2024
Q2 | $14M | Buy |
318,528
+6,736
| +2% | +$296K | 0.53% | 44 |
|
|
2024
Q1 | $13.1M | Sell |
311,792
-9,458
| -3% | -$397K | 0.52% | 45 |
|
|
2023
Q4 | $12.5M | Sell |
321,250
-12,501
| -4% | -$488K | 0.57% | 45 |
|
|
2023
Q3 | $11.7M | Sell |
333,751
-24,395
| -7% | -$854K | 0.55% | 51 |
|
|
2023
Q2 | $13M | Sell |
358,146
-21,432
| -6% | -$780K | 0.56% | 52 |
|
|
2023
Q1 | $14.2M | Sell |
379,578
-61,755
| -14% | -$2.31M | 0.65% | 48 |
|
|
2022
Q4 | $15.3M | Sell |
441,333
-251,103
| -36% | -$8.69M | 0.73% | 37 |
|
|
2022
Q3 | $21.8M | Sell |
692,436
-1,876,424
| -73% | -$59.2M | 1.07% | 27 |
|
|
2022
Q2 | $88.1M | Sell |
2,568,860
-45,868
| -2% | -$1.57M | 3.89% | 3 |
|
|
2022
Q1 | $96.3M | Sell |
2,614,728
-20,573
| -0.8% | -$758K | 3.48% | 4 |
|
|
2021
Q4 | $91.7M | Sell |
2,635,301
-42,214
| -2% | -$1.47M | 3.15% | 4 |
|
|
2021
Q3 | $89.5M | Sell |
2,677,515
-16,670
| -0.6% | -$557K | 3.34% | 3 |
|
|
2021
Q2 | $90.8M | Sell |
2,694,185
-3,198,651
| -54% | -$108M | 3.5% | 3 |
|
|
2021
Q1 | $95.8M | Sell |
5,892,836
-104,886
| -2% | -$1.71M | 4.11% | 3 |
|
|
2020
Q4 | $109M | Buy |
5,997,722
+94,640
| +2% | +$1.72M | 4.82% | 2 |
|
|
2020
Q3 | $106M | Buy |
5,903,082
+207,391
| +4% | +$3.73M | 4.93% | 3 |
|
|
2020
Q2 | $96.8M | Buy |
5,695,691
+93,892
| +2% | +$1.6M | 4.99% | 3 |
|
|
2020
Q1 | $84.4M | Buy |
5,601,799
+735,233
| +15% | +$11.1M | 5.17% | 3 |
|
|
2019
Q4 | $70.6M | Sell |
4,866,566
-700,850
| -13% | -$10.2M | 3.49% | 5 |
|
|
2019
Q3 | $78.5M | Buy |
+5,567,416
| New | +$78.5M | 4.19% | 4 |
|