First Heartland Consultants’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
Q4 | $1.42M | Sell |
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|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $219 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $235K | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $445K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $219 | Hold |
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|
2016
Q1 | $204K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $268K | Hold |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $243K | Hold |
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|
2013
Q3 | $260K | Sell |
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|
2013
Q2 | $253K | Buy |
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