Great Valley Advisor Group’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
Q2 | $5.01M | Buy |
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|
2025
Q1 | $3.91M | Sell |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $3.35M | Sell |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $17.5M | Buy |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $507K | Sell |
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|
2020
Q3 | $522K | Sell |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $430K | Hold |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $426K | Sell |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $377K | Buy |
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