Guardian Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$251K Hold
5,000
0.02% 159
2024
Q2
$224K Hold
5,000
0.02% 163
2024
Q1
$224K Buy
+5,000
New +$224K 0.02% 159
2021
Q2
Sell
-5,000
Closed -$104K 174
2021
Q1
$104K Hold
5,000
0.01% 170
2020
Q4
$104K Hold
5,000
0.01% 169
2020
Q3
$132K Hold
5,000
0.02% 163
2020
Q2
$97K Hold
5,000
0.02% 143
2020
Q1
$109K Hold
5,000
0.03% 126
2019
Q4
$156K Hold
5,000
0.02% 158
2019
Q3
$156K Hold
5,000
0.02% 153
2019
Q2
$155K Buy
+5,000
New +$155K 0.02% 160
2019
Q1
Sell
-5,000
Closed -$156K 163
2018
Q4
$156K Hold
5,000
0.02% 148
2018
Q3
$156K Hold
5,000
0.02% 154
2018
Q2
$156K Hold
5,000
0.02% 159
2018
Q1
$156K Sell
5,000
-3,000
-38% -$93.6K 0.02% 158
2017
Q4
$249K Hold
8,000
0.03% 148
2017
Q3
$249K Hold
8,000
0.03% 141
2017
Q2
$249K Hold
8,000
0.04% 141
2017
Q1
$249K Hold
8,000
0.04% 144
2016
Q4
$249K Hold
8,000
0.04% 150
2016
Q3
$190K Hold
8,000
0.03% 150
2016
Q2
$191K Hold
8,000
0.04% 152
2016
Q1
$188K Hold
8,000
0.04% 153
2015
Q4
$171K Sell
8,000
-450
-5% -$9.62K 0.04% 154
2015
Q3
$182K Hold
8,450
0.04% 161
2015
Q2
$193K Hold
8,450
0.04% 166
2015
Q1
$245K Hold
8,450
0.04% 170
2014
Q4
$241K Hold
8,450
0.04% 160
2014
Q3
$219K Hold
8,450
0.04% 161
2014
Q2
$216K Hold
8,450
0.04% 168
2014
Q1
$210K Hold
8,450
0.04% 165
2013
Q4
$209K Buy
8,450
+2,500
+42% +$61.8K 0.04% 166
2013
Q3
$153K Buy
+5,950
New +$153K 0.03% 158