FIA
Foundations Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9M | Buy |
864,900
+209,367
| +32% | +$13.1M | 0.85% | 26 |
|
|
2025
Q1 | $38.7M | Buy |
655,533
+56,671
| +9% | +$3.34M | 0.71% | 31 |
|
|
2024
Q4 | $29.6M | Buy |
598,862
+53,711
| +10% | +$2.66M | 0.57% | 43 |
|
|
2024
Q3 | $27.1M | Buy |
545,151
+23,889
| +5% | +$1.19M | 0.57% | 43 |
|
|
2024
Q2 | $22.9M | Buy |
521,262
+25,303
| +5% | +$1.11M | 0.56% | 42 |
|
|
2024
Q1 | $20.8M | Buy |
495,959
+22,950
| +5% | +$964K | 0.55% | 40 |
|
|
2023
Q4 | $18.4M | Buy |
473,009
+64,798
| +16% | +$2.52M | 0.49% | 46 |
|
|
2023
Q3 | $14.3M | Buy |
408,211
+55,392
| +16% | +$1.94M | 0.44% | 50 |
|
|
2023
Q2 | $12.8M | Buy |
352,819
+54,866
| +18% | +$2M | 0.43% | 43 |
|
|
2023
Q1 | $11.1M | Buy |
297,953
+30,089
| +11% | +$1.12M | 0.4% | 42 |
|
|
2022
Q4 | $9.27M | Buy |
267,864
+28,059
| +12% | +$971K | 0.37% | 45 |
|
|
2022
Q3 | $7.56M | Buy |
239,805
+25,382
| +12% | +$800K | 0.33% | 42 |
|
|
2022
Q2 | $7.09M | Buy |
214,423
+44,509
| +26% | +$1.47M | 0.3% | 40 |
|
|
2022
Q1 | $6.37M | Buy |
169,914
+9,809
| +6% | +$368K | 0.25% | 38 |
|
|
2021
Q4 | $5.56M | Buy |
160,105
+3,477
| +2% | +$121K | 0.21% | 39 |
|
|
2021
Q3 | $5.25M | Buy |
156,628
+18,565
| +13% | +$622K | 0.23% | 38 |
|
|
2021
Q2 | $4.75M | Sell |
138,063
-62,647
| -31% | -$2.16M | 0.23% | 45 |
|
|
2021
Q1 | $3.32M | Buy |
200,710
+90,391
| +82% | +$1.5M | 0.19% | 42 |
|
|
2020
Q4 | $1.95M | Buy |
110,319
+27,596
| +33% | +$487K | 0.13% | 54 |
|
|
2020
Q3 | $1.5M | Buy |
82,723
+26,099
| +46% | +$473K | 0.33% | 47 |
|
|
2020
Q2 | $960K | Buy |
56,624
+37,293
| +193% | +$632K | 0.09% | 79 |
|
|
2020
Q1 | $293K | Buy |
+19,331
| New | +$293K | 0.03% | 92 |
|