Glovista Investments’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$828K Sell
21,204
-5,528
-21% -$216K 0.38% 32
2023
Q3
$947K Sell
26,732
-860
-3% -$30.5K 0.56% 28
2023
Q2
$1,000K Buy
+27,592
New +$1,000K 0.53% 28
2022
Q3
Sell
-107,564
Closed -$3.71M 41
2022
Q2
$3.71M Buy
+107,564
New +$3.71M 1.53% 17
2022
Q1
Sell
-36,135
Closed -$1.25M 63
2021
Q4
$1.25M Sell
36,135
-78,725
-69% -$2.73M 0.35% 47
2021
Q3
$3.84M Sell
114,860
-176,116
-61% -$5.88M 1.12% 20
2021
Q2
$9.81M Buy
290,976
+43,801
+18% +$1.48M 2.32% 8
2021
Q1
$7.97M Sell
247,175
-27,020
-10% -$871K 2.43% 11
2020
Q4
$9.89M Buy
274,195
+82,427
+43% +$2.97M 3.22% 6
2020
Q3
$6.9M Sell
191,768
-780
-0.4% -$28.1K 2.45% 12
2020
Q2
$6.5M Buy
192,548
+111,403
+137% +$3.76M 2.53% 14
2020
Q1
$2.49M Buy
81,145
+10,842
+15% +$333K 1.3% 22
2019
Q4
$2.05M Sell
70,303
-1,300
-2% -$37.9K 0.67% 36
2019
Q3
$2.03M Buy
71,603
+4,650
+7% +$132K 0.73% 36
2019
Q2
$1.81M Buy
66,953
+21,000
+46% +$566K 0.59% 40
2019
Q1
$1.14M Buy
45,953
+7,625
+20% +$189K 0.36% 36
2018
Q4
$941K Buy
38,328
+1,703
+5% +$41.8K 0.27% 48
2018
Q3
$834K Hold
36,625
0.22% 59
2018
Q2
$879K Buy
36,625
+605
+2% +$14.5K 0.22% 58
2018
Q1
$915K Hold
36,020
0.2% 46
2017
Q4
$897K Sell
36,020
-50
-0.1% -$1.25K 0.18% 54
2017
Q3
$890K Buy
36,070
+725
+2% +$17.9K 0.17% 54
2017
Q2
$844K Buy
35,345
+307
+0.9% +$7.33K 0.19% 58
2017
Q1
$839K Buy
35,038
+168
+0.5% +$4.02K 0.19% 63
2016
Q4
$773K Sell
34,870
-18,830
-35% -$417K 0.14% 47
2016
Q3
$1.36M Buy
53,700
+8,962
+20% +$227K 0.26% 30
2016
Q2
$1.14M Buy
44,738
+12,913
+41% +$330K 0.2% 38
2016
Q1
$756K Hold
31,825
0.13% 49
2015
Q4
$651K Sell
31,825
-36,565
-53% -$748K 0.11% 44
2015
Q3
$1.47M Buy
68,390
+1,365
+2% +$29.4K 0.21% 27
2015
Q2
$1.52M Buy
67,025
+1,400
+2% +$31.7K 0.17% 32
2015
Q1
$1.5M Buy
65,625
+5,925
+10% +$136K 0.17% 38
2014
Q4
$1.37M Sell
59,700
-2,975
-5% -$68.1K 0.17% 32
2014
Q3
$1.47M Buy
62,675
+2,025
+3% +$47.4K 0.19% 30
2014
Q2
$1.56M Sell
60,650
-3,900
-6% -$100K 0.22% 37
2014
Q1
$1.61M Sell
64,550
-15,900
-20% -$396K 0.27% 36
2013
Q4
$1.88M Sell
80,450
-34,768
-30% -$812K 0.31% 30
2013
Q3
$2.97M Buy
115,218
+1,743
+2% +$44.9K 0.53% 24
2013
Q2
$2.72M Buy
+113,475
New +$2.72M 0.61% 13