GIA
Gladstone Institutional Advisory’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
14,534
-102
| -0.7% | -$6.36K | 0.04% | 362 |
|
|
2025
Q1 | $863K | Buy |
14,636
+2,971
| +25% | +$175K | 0.04% | 358 |
|
|
2024
Q4 | $578K | Buy |
11,665
+93
| +0.8% | +$4.6K | 0.03% | 439 |
|
|
2024
Q3 | $575K | Buy |
11,572
+728
| +7% | +$36.2K | 0.03% | 418 |
|
|
2024
Q2 | $476K | Buy |
10,844
+5
| +0% | +$220 | 0.02% | 432 |
|
|
2024
Q1 | $455K | Sell |
10,839
-4,421
| -29% | -$186K | 0.03% | 436 |
|
|
2023
Q4 | $596K | Buy |
15,260
+6,383
| +72% | +$249K | 0.03% | 377 |
|
|
2023
Q3 | $311K | Sell |
8,877
-100
| -1% | -$3.5K | 0.02% | 481 |
|
|
2023
Q2 | $327K | Sell |
8,977
-194
| -2% | -$7.06K | 0.02% | 507 |
|
|
2023
Q1 | $343K | Sell |
9,171
-768
| -8% | -$28.7K | 0.02% | 490 |
|
|
2022
Q4 | $344K | Sell |
9,939
-1,083
| -10% | -$37.5K | 0.02% | 473 |
|
|
2022
Q3 | $348K | Sell |
11,022
-1,868
| -14% | -$59K | 0.03% | 463 |
|
|
2022
Q2 | $442K | Buy |
12,890
+1,508
| +13% | +$51.7K | 0.04% | 432 |
|
|
2022
Q1 | $419K | Sell |
11,382
-1,485
| -12% | -$54.7K | 0.03% | 465 |
|
|
2021
Q4 | $448K | Sell |
12,867
-3,225
| -20% | -$112K | 0.03% | 403 |
|
|
2021
Q3 | $538K | Sell |
16,092
-241
| -1% | -$8.06K | 0.05% | 307 |
|
|
2021
Q2 | $551K | Sell |
16,333
-227,105
| -93% | -$7.66M | 0.07% | 281 |
|
|
2021
Q1 | $3.96M | Buy |
243,438
+44,944
| +23% | +$731K | 0.62% | 44 |
|
|
2020
Q4 | $3.6M | Buy |
198,494
+16,157
| +9% | +$293K | 0.72% | 34 |
|
|
2020
Q3 | $3.28M | Buy |
182,337
+169,425
| +1,312% | +$3.05M | 0.78% | 31 |
|
|
2020
Q2 | $219K | Buy |
12,912
+1,600
| +14% | +$27.1K | 0.06% | 207 |
|
|
2020
Q1 | $170K | Buy |
+11,312
| New | +$170K | 0.04% | 254 |
|