Gerber Kawasaki Wealth & Investment Management’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 | $7.96M | Buy |
127,716
+11,793
| +10% | +$735K | 0.31% | 58 |
|
|
2025
Q1 | $6.83M | Buy |
115,923
+34,879
| +43% | +$2.06M | 0.31% | 61 |
|
|
2024
Q4 | $4.01M | Buy |
81,044
+4,413
| +6% | +$218K | 0.17% | 76 |
|
|
2024
Q3 | $3.81M | Sell |
76,631
-340
| -0.4% | -$16.9K | 0.18% | 78 |
|
|
2024
Q2 | $3.38M | Buy |
76,971
+776
| +1% | +$34.1K | 0.17% | 78 |
|
|
2024
Q1 | $3.2M | Sell |
76,195
-3,581
| -4% | -$150K | 0.17% | 81 |
|
|
2023
Q4 | $3.11M | Sell |
79,776
-9,242
| -10% | -$361K | 0.19% | 82 |
|
|
2023
Q3 | $3.11M | Sell |
89,018
-3,859
| -4% | -$135K | 0.21% | 79 |
|
|
2023
Q2 | $3.38M | Sell |
92,877
-959
| -1% | -$34.9K | 0.23% | 79 |
|
|
2023
Q1 | $3.51M | Sell |
93,836
-4,650
| -5% | -$174K | 0.28% | 70 |
|
|
2022
Q4 | $3.41M | Sell |
98,486
-29,690
| -23% | -$1.03M | 0.3% | 70 |
|
|
2022
Q3 | $4.04M | Sell |
128,176
-33,603
| -21% | -$1.06M | 0.38% | 54 |
|
|
2022
Q2 | $5.55M | Buy |
161,779
+153,923
| +1,959% | +$5.28M | 0.53% | 45 |
|
|
2022
Q1 | $289K | Sell |
7,856
-138,952
| -95% | -$5.11M | 0.02% | 208 |
|
|
2021
Q4 | $5.11M | Buy |
146,808
+146,493
| +46,506% | +$5.1M | 0.41% | 47 |
|
|
2021
Q3 | $315K | Sell |
315
-209,801
| -100% | -$210M | 0.04% | 133 |
|
|
2021
Q2 | $7.08M | Sell |
210,116
-33,121
| -14% | -$1.12M | 0.72% | 34 |
|
|
2021
Q1 | $7.91M | Sell |
243,237
-30,152
| -11% | -$981K | 0.95% | 34 |
|
|
2020
Q4 | $9.91M | Sell |
273,389
-36,795
| -12% | -$1.33M | 1.37% | 22 |
|
|
2020
Q3 | $11.2M | Buy |
310,184
+50,412
| +19% | +$1.81M | 2.38% | 10 |
|
|
2020
Q2 | $8.83M | Buy |
259,772
+67,456
| +35% | +$2.29M | 1.95% | 13 |
|
|
2020
Q1 | $5.8M | Buy |
192,316
+111,305
| +137% | +$3.35M | 1.64% | 20 |
|
|
2019
Q4 | $2.35M | Buy |
81,011
+12,185
| +18% | +$353K | 0.59% | 38 |
|
|
2019
Q3 | $1.94M | Buy |
68,826
+36,937
| +116% | +$1.04M | 0.56% | 39 |
|
|
2019
Q2 | $861K | Sell |
31,889
-8,408
| -21% | -$227K | 0.25% | 62 |
|
|
2019
Q1 | $997K | Sell |
40,297
-2,261
| -5% | -$55.9K | 0.3% | 54 |
|
|
2018
Q4 | $1.05M | Sell |
42,558
-272
| -0.6% | -$6.69K | 0.37% | 49 |
|
|
2018
Q3 | $976K | Sell |
42,830
-55,084
| -56% | -$1.26M | 0.27% | 50 |
|
|
2018
Q2 | $2.33M | Buy |
97,914
+6,115
| +7% | +$146K | 0.7% | 36 |
|
|
2018
Q1 | $2.34M | Buy |
91,799
+11,278
| +14% | +$287K | 0.75% | 36 |
|
|
2017
Q4 | $2.01M | Sell |
80,521
-1,483
| -2% | -$37.1K | 0.7% | 35 |
|
|
2017
Q3 | $2.03M | Buy |
82,004
+6,908
| +9% | +$171K | 0.74% | 38 |
|
|
2017
Q2 | $1.75M | Buy |
75,096
+51,532
| +219% | +$1.2M | 0.66% | 37 |
|
|
2017
Q1 | $570K | Buy |
+23,564
| New | +$570K | 0.25% | 68 |
|