Focus Financial Network’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 | $1.64M | Sell |
26,342
-12,646
| -32% | -$789K | 0.06% | 217 |
|
|
2025
Q1 | $2.3M | Buy |
38,988
+9,411
| +32% | +$555K | 0.09% | 166 |
|
|
2024
Q4 | $1.46M | Sell |
29,577
-20,568
| -41% | -$1.02M | 0.06% | 224 |
|
|
2024
Q3 | $2.49M | Buy |
50,145
+2,274
| +5% | +$113K | 0.1% | 156 |
|
|
2024
Q2 | $2.22M | Buy |
47,871
+6,219
| +15% | +$289K | 0.1% | 156 |
|
|
2024
Q1 | $1.87M | Buy |
41,652
+14,863
| +55% | +$669K | 0.09% | 168 |
|
|
2023
Q4 | $1.05M | Buy |
26,789
+10,175
| +61% | +$397K | 0.04% | 310 |
|
|
2023
Q3 | $581K | Buy |
16,614
+115
| +0.7% | +$4.02K | 0.03% | 330 |
|
|
2023
Q2 | $600K | Sell |
16,499
-121
| -0.7% | -$4.4K | 0.03% | 326 |
|
|
2023
Q1 | $621K | Buy |
16,620
+1,105
| +7% | +$41.3K | 0.04% | 307 |
|
|
2022
Q4 | $537K | Sell |
15,515
-27,276
| -64% | -$943K | 0.04% | 276 |
|
|
2022
Q3 | $1.35M | Sell |
42,791
-13,007
| -23% | -$410K | 0.12% | 148 |
|
|
2022
Q2 | $1.91M | Sell |
55,798
-422
| -0.8% | -$14.5K | 0.16% | 117 |
|
|
2022
Q1 | $2.07M | Buy |
+56,220
| New | +$2.07M | 0.14% | 122 |
|
|
2021
Q2 | – | Sell |
-5,544
| Closed | -$180K | – | 410 |
|
|
2021
Q1 | $180K | Buy |
+5,544
| New | +$180K | 0.02% | 390 |
|
|
2020
Q4 | – | Sell |
-5,713
| Closed | -$206K | – | 448 |
|
|
2020
Q3 | $206K | Buy |
+5,713
| New | +$206K | 0.02% | 421 |
|
|
2020
Q1 | – | Sell |
-8,825
| Closed | -$256K | – | 392 |
|
|
2019
Q4 | $256K | Buy |
8,825
+26
| +0.3% | +$754 | 0.03% | 347 |
|
|
2019
Q3 | $248K | Buy |
8,799
+1,663
| +23% | +$46.9K | 0.03% | 327 |
|
|
2019
Q2 | $193K | Buy |
7,136
+557
| +8% | +$15K | 0.03% | 359 |
|
|
2019
Q1 | $163K | Buy |
+6,579
| New | +$163K | 0.03% | 357 |
|