Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
|
|||||
|
2025
Q2 | $906K | Sell |
|
|||||
|
2025
Q1 | $863K | Buy |
|
|||||
|
2024
Q4 | $578K | Buy |
|
|||||
|
2024
Q3 | $575K | Buy |
|
|||||
|
2024
Q2 | $476K | Buy |
|
|||||
|
2024
Q1 | $455K | Sell |
|
|||||
|
2023
Q4 | $596K | Buy |
|
|||||
|
2023
Q3 | $311K | Sell |
|
|||||
|
2023
Q2 | $327K | Sell |
|
|||||
|
2023
Q1 | $343K | Sell |
|
|||||
|
2022
Q4 | $344K | Sell |
|
|||||
|
2022
Q3 | $348K | Sell |
|
|||||
|
2022
Q2 | $442K | Buy |
|
|||||
|
2022
Q1 | $419K | Sell |
|
|||||
|
2021
Q4 | $448K | Sell |
|
|||||
|
2021
Q3 | $538K | Sell |
|
|||||
|
2021
Q2 | $551K | Sell |
|
|||||
|
2021
Q1 | $3.96M | Buy |
|
|||||
|
2020
Q4 | $3.6M | Buy |
|
|||||
|
2020
Q3 | $3.28M | Buy |
|
|||||
|
2020
Q2 | $219K | Buy |
|
|||||
|
2020
Q1 | $170K | Buy |
|