Global Retirement Partners’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 | $5.43M | Buy |
+87,151
| New | +$5.43M | 0.13% | 145 |
|
|
2024
Q4 | $1.56M | Buy |
31,470
+4,590
| +17% | +$227K | 0.04% | 352 |
|
|
2024
Q3 | $1.34M | Sell |
26,880
-817
| -3% | -$40.6K | 0.04% | 368 |
|
|
2024
Q2 | $1.22M | Sell |
27,697
-4,452
| -14% | -$196K | 0.04% | 379 |
|
|
2024
Q1 | $1.35M | Sell |
32,149
-102
| -0.3% | -$4.29K | 0.05% | 309 |
|
|
2023
Q4 | $1.24M | Sell |
32,251
-7,761
| -19% | -$298K | 0.05% | 301 |
|
|
2023
Q3 | $1.38M | Sell |
40,012
-1,296
| -3% | -$44.7K | 0.07% | 252 |
|
|
2023
Q2 | $1.5M | Sell |
41,308
-1,994
| -5% | -$72.6K | 0.07% | 241 |
|
|
2023
Q1 | $1.67M | Buy |
43,302
+6,104
| +16% | +$235K | 0.09% | 222 |
|
|
2022
Q4 | $1.29M | Buy |
37,198
+3,621
| +11% | +$125K | 0.09% | 224 |
|
|
2022
Q3 | $1.04M | Buy |
33,577
+3,125
| +10% | +$96.8K | 0.08% | 242 |
|
|
2022
Q2 | $1.05M | Buy |
30,452
+392
| +1% | +$13.5K | 0.08% | 241 |
|
|
2022
Q1 | $1.07M | Buy |
+30,060
| New | +$1.07M | 0.08% | 243 |
|
|
2021
Q4 | – | Sell |
-20,257
| Closed | -$677K | – | 938 |
|
|
2021
Q3 | $677K | Buy |
20,257
+4,948
| +32% | +$165K | 0.07% | 246 |
|
|
2021
Q2 | $516K | Buy |
15,309
+4,990
| +48% | +$168K | 0.05% | 285 |
|
|
2021
Q1 | $336K | Buy |
10,319
+185
| +2% | +$6.02K | 0.04% | 324 |
|
|
2020
Q4 | $367K | Buy |
10,134
+1,207
| +14% | +$43.7K | 0.05% | 286 |
|
|
2020
Q3 | $321K | Buy |
8,927
+1,087
| +14% | +$39.1K | 0.05% | 284 |
|
|
2020
Q2 | $266K | Buy |
7,840
+56
| +0.7% | +$1.9K | 0.04% | 312 |
|
|
2020
Q1 | $235K | Buy |
7,784
+2,231
| +40% | +$67.4K | 0.04% | 290 |
|
|
2019
Q4 | $161K | Buy |
5,553
+350
| +7% | +$10.1K | 0.02% | 406 |
|
|
2019
Q3 | $147K | Sell |
5,203
-18
| -0.3% | -$509 | 0.02% | 414 |
|
|
2019
Q2 | $141K | Buy |
5,221
+3,061
| +142% | +$82.7K | 0.03% | 399 |
|
|
2019
Q1 | $53K | Sell |
2,160
-1,000
| -32% | -$24.5K | 0.01% | 535 |
|
|
2018
Q4 | $78K | Sell |
3,160
-219
| -6% | -$5.41K | 0.02% | 423 |
|
|
2018
Q3 | $77K | Buy |
3,379
+2
| +0.1% | +$46 | 0.02% | 458 |
|
|
2018
Q2 | $81K | Sell |
3,377
-656
| -16% | -$15.7K | 0.02% | 427 |
|
|
2018
Q1 | $103K | Buy |
4,033
+1,000
| +33% | +$25.5K | 0.03% | 371 |
|
|
2017
Q4 | $76K | Buy |
3,033
+433
| +17% | +$10.9K | 0.02% | 418 |
|
|
2017
Q3 | $64K | Buy |
2,600
+24
| +0.9% | +$591 | 0.03% | 390 |
|
|
2017
Q2 | $62K | Sell |
2,576
-1,000
| -28% | -$24.1K | 0.03% | 371 |
|
|
2017
Q1 | $86K | Sell |
3,576
-466
| -12% | -$11.2K | 0.05% | 301 |
|
|
2016
Q4 | $90K | Buy |
+4,042
| New | +$90K | 0.06% | 252 |
|