GA
Gateway Advisory’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.04M | Sell |
181,878
-8,792
| -5% | -$437K | 1.46% | 16 |
|
|
2024
Q2 | $8.38M | Buy |
190,670
+9,292
| +5% | +$408K | 1.42% | 18 |
|
|
2024
Q1 | $7.62M | Buy |
181,378
+4,780
| +3% | +$201K | 1.34% | 17 |
|
|
2023
Q4 | $6.89M | Sell |
176,598
-7,043
| -4% | -$275K | 1.32% | 17 |
|
|
2023
Q3 | $6.43M | Buy |
183,641
+8,373
| +5% | +$293K | 1.31% | 15 |
|
|
2023
Q2 | $6.38M | Sell |
175,268
-47
| -0% | -$1.71K | 1.35% | 14 |
|
|
2023
Q1 | $6.55M | Buy |
175,315
+63,359
| +57% | +$2.37M | 1.46% | 14 |
|
|
2022
Q4 | $3.87M | Sell |
111,956
-4,319
| -4% | -$149K | 0.99% | 15 |
|
|
2022
Q3 | $3.67M | Sell |
116,275
-167
| -0.1% | -$5.27K | 0.91% | 17 |
|
|
2022
Q2 | $4M | Buy |
116,442
+2,190
| +2% | +$75.1K | 1.7% | 14 |
|
|
2022
Q1 | $4.21M | Sell |
114,252
-973
| -0.8% | -$35.8K | 1.14% | 29 |
|
|
2021
Q4 | $4.01M | Sell |
115,225
-6,024
| -5% | -$210K | 0.86% | 31 |
|
|
2021
Q3 | $4.05M | Buy |
121,249
+8,560
| +8% | +$286K | 0.84% | 29 |
|
|
2021
Q2 | $3.8M | Sell |
112,689
-105,153
| -48% | -$3.54M | 0.81% | 31 |
|
|
2021
Q1 | $3.54M | Buy |
217,842
+2,748
| +1% | +$44.7K | 0.9% | 29 |
|
|
2020
Q4 | $3.9M | Buy |
215,094
+11,379
| +6% | +$206K | 0.85% | 28 |
|
|
2020
Q3 | $3.67M | Buy |
+203,715
| New | +$3.67M | 0.86% | 27 |
|
|
2018
Q1 | – | Sell |
-11,218
| Closed | -$140K | – | 84 |
|
|
2017
Q4 | $140K | Buy |
+11,218
| New | +$140K | 0.04% | 90 |
|