GenWealth Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48.1M | Buy |
636,522
+11,322
| +2% | +$961K | 7.49% | 4 |
|
|
2026
Q1 | $55.1M | Sell |
625,200
-63,053
| -9% | -$5.78M | 9.43% | 2 |
|
|
2025
Q4 | $58.2M | Sell |
688,253
-32,442
| -5% | -$2.54M | 9.93% | 1 |
|
|
2025
Q3 | $52.4M | Buy |
720,695
+35,143
| +5% | +$2.29M | 9.77% | 1 |
|
|
2025
Q2 | $42.8M | Sell |
685,552
-110,327
| -14% | -$6.84M | 8.62% | 1 |
|
|
2025
Q1 | $46.9M | Sell |
795,879
-1,312
| -0.2% | -$71K | 10.34% | 2 |
|
|
2024
Q4 | $39.5M | Sell |
797,191
-4,044
| -0.5% | -$203K | 8.98% | 1 |
|
|
2024
Q3 | $39.8M | Sell |
801,235
-16,173
| -2% | -$757K | 9.16% | 1 |
|
|
2024
Q2 | $35.9M | Sell |
817,408
-28,735
| -3% | -$1.27M | 8.84% | 1 |
|
|
2024
Q1 | $35.5M | Buy |
846,143
+38,726
| +5% | +$1.52M | 8.96% | 1 |
|
|
2023
Q4 | $31.5M | Sell |
807,417
-15,623
| -2% | -$585K | 8.71% | 1 |
|
|
2023
Q3 | $28.8M | Buy |
823,040
+11,575
| +1% | +$422K | 8.74% | 1 |
|
|
2023
Q2 | $29.5M | Sell |
811,465
-5,720
| -0.7% | -$214K | 8.5% | 1 |
|
|
2023
Q1 | $30.5M | Sell |
817,185
-15,249
| -2% | -$547K | 9.36% | 1 |
|
|
2022
Q4 | $28.8M | Sell |
832,434
-13,661
| -2% | -$449K | 9.42% | 1 |
|
|
2022
Q3 | $26.7M | Buy |
846,095
+28,705
| +4% | +$941K | 9.03% | 2 |
|
|
2022
Q2 | $28M | Buy |
817,390
+293,604
| +56% | +$10.4M | 8.97% | 4 |
|
|
2022
Q1 | $19.3M | Buy |
523,786
+2,308
| +0.4% | +$82.5K | 5.35% | 5 |
|
|
2021
Q4 | $18.2M | Buy |
521,478
+15,346
| +3% | +$524K | 4.91% | 6 |
|
|
2021
Q3 | $16.9M | Buy |
506,132
+36,871
| +8% | +$1.26M | 4.96% | 5 |
|
|
2021
Q2 | $15.8M | Buy |
469,261
+29,660
| +7% | +$1.03M | 4.66% | 8 |
|
|
2021
Q1 | $14.3M | Buy |
439,601
+55,423
| +14% | +$1.89M | 4.54% | 8 |
|
|
2020
Q4 | $13.9M | Buy |
384,178
+34,097
| +10% | +$1.22M | 4.62% | 9 |
|
|
2020
Q3 | $12.6M | Buy |
350,081
+90,490
| +35% | +$3.3M | 4.55% | 11 |
|
|
2020
Q2 | $8.79M | Buy |
259,591
+30,949
| +14% | +$1.01M | 3.41% | 14 |
|
|
2020
Q1 | $6.89M | Sell |
228,642
-25,734
| -10% | -$778K | 3% | 9 |
|
|
2019
Q4 | $7.38M | Sell |
254,376
-17,099
| -6% | -$485K | 2.86% | 12 |
|
|
2019
Q3 | $7.66M | Sell |
271,475
-38,418
| -12% | -$1.08M | 3.18% | 12 |
|
|
2019
Q2 | $8.38M | Sell |
309,893
-44,996
| -13% | -$1.13M | 3.57% | 12 |
|
|
2019
Q1 | $8.74M | Sell |
354,889
-74,422
| -17% | -$1.86M | 3.96% | 12 |
|
|
2018
Q4 | $10.6M | Buy |
429,311
+18,017
| +4% | +$424K | 5.25% | 9 |
|
|
2018
Q3 | $9.48M | Buy |
411,294
+2,017
| +0.5% | +$46.9K | 4.37% | 12 |
|
|
2018
Q2 | $9.83M | Buy |
409,277
+39,111
| +11% | +$981K | 4.83% | 11 |
|
|
2018
Q1 | $9.42M | Buy |
370,166
+36,600
| +11% | +$934K | 4.84% | 9 |
|
|
2017
Q4 | $8.54M | Buy |
333,566
+69,893
| +27% | +$1.71M | 4.29% | 10 |
|
|
2017
Q3 | $6.49M | Buy |
263,673
+70,044
| +36% | +$1.72M | 3.89% | 10 |
|
|
2017
Q2 | $4.62M | Buy |
+193,629
| New | +$4.69M | 3.11% | 13 |
|
Other funds holding IAU
BIAS
AHC
SPIA
CWM
MSWM
CCG
BWP
LCM
CPCM