FPAS
Focus Partners Advisor Solutions’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
80,916
+3,208
| +4% | +$200K | 0.07% | 144 |
|
|
2025
Q1 | $4.58M | Buy |
77,708
+53,704
| +224% | +$3.17M | 0.07% | 143 |
|
|
2024
Q4 | $1.19M | Sell |
24,004
-5,715
| -19% | -$283K | 0.02% | 305 |
|
|
2024
Q3 | $1.48M | Buy |
29,719
+22,583
| +316% | +$1.12M | 0.03% | 224 |
|
|
2024
Q2 | $313K | Buy |
7,136
+907
| +15% | +$39.8K | 0.01% | 474 |
|
|
2024
Q1 | $262K | Sell |
6,229
-6,524
| -51% | -$274K | 0.01% | 497 |
|
|
2023
Q4 | $498K | Buy |
12,753
+740
| +6% | +$28.9K | 0.02% | 256 |
|
|
2023
Q3 | $420K | Buy |
12,013
+841
| +8% | +$29.4K | 0.02% | 290 |
|
|
2023
Q2 | $407K | Sell |
11,172
-1,475
| -12% | -$53.7K | 0.02% | 246 |
|
|
2023
Q1 | $473K | Sell |
12,647
-306
| -2% | -$11.4K | 0.03% | 208 |
|
|
2022
Q4 | $448K | Buy |
12,953
+382
| +3% | +$13.2K | 0.03% | 207 |
|
|
2022
Q3 | $396K | Sell |
12,571
-727
| -5% | -$22.9K | 0.02% | 254 |
|
|
2022
Q2 | $456K | Buy |
13,298
+887
| +7% | +$30.4K | 0.04% | 197 |
|
|
2022
Q1 | $458K | Buy |
+12,411
| New | +$458K | 0.05% | 185 |
|