First Heartland Consultants’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 | $878K | Buy |
14,076
+226
| +2% | +$14.1K | 0.08% | 180 |
|
|
2025
Q1 | $817K | Buy |
13,850
+2,461
| +22% | +$145K | 0.08% | 170 |
|
|
2024
Q4 | $564K | Buy |
11,389
+5,796
| +104% | +$287K | 0.06% | 217 |
|
|
2024
Q3 | $278K | Sell |
5,593
-2,400
| -30% | -$119K | 0.03% | 355 |
|
|
2024
Q2 | $219 | Buy |
+7,993
| New | +$219 | 0.02% | 398 |
|
|
2022
Q2 | – | Sell |
-5,780
| Closed | -$212K | – | 364 |
|
|
2022
Q1 | $212K | Buy |
+5,780
| New | +$212K | 0.03% | 329 |
|
|
2021
Q2 | – | Sell |
-6,468
| Closed | -$210K | – | 413 |
|
|
2021
Q1 | $210K | Hold |
6,468
| – | – | 0.03% | 364 |
|
|
2020
Q4 | $235K | Sell |
6,468
-735
| -10% | -$26.7K | 0.04% | 295 |
|
|
2020
Q3 | $259K | Sell |
7,203
-32,776
| -82% | -$1.18M | 0.05% | 233 |
|
|
2020
Q2 | $1.36M | Buy |
39,979
+22,108
| +124% | +$751K | 0.27% | 82 |
|
|
2020
Q1 | $539K | Buy |
17,871
+2,520
| +16% | +$76K | 0.14% | 130 |
|
|
2019
Q4 | $445K | Buy |
+15,351
| New | +$445K | 0.09% | 186 |
|
|
2016
Q4 | – | Sell |
-7,794
| Closed | -$198K | – | 337 |
|
|
2016
Q3 | $198K | Sell |
7,794
-799
| -9% | -$20.3K | 0.06% | 305 |
|
|
2016
Q2 | $219 | Hold |
8,593
| – | – | 0.02% | 268 |
|
|
2016
Q1 | $204K | Buy |
+8,593
| New | +$204K | 0.08% | 250 |
|
|
2014
Q3 | – | Sell |
-10,403
| Closed | -$268K | – | 257 |
|
|
2014
Q2 | $268K | Hold |
10,403
| – | – | 0.12% | 190 |
|
|
2014
Q1 | $259K | Hold |
10,403
| – | – | 0.13% | 192 |
|
|
2013
Q4 | $243K | Hold |
10,403
| – | – | 0.14% | 163 |
|
|
2013
Q3 | $260K | Sell |
10,403
-135
| -1% | -$3.37K | 0.16% | 169 |
|
|
2013
Q2 | $253K | Buy |
+10,538
| New | +$253K | 0.15% | 172 |
|