HBK Sorce 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 | $576K | Buy |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $3.1M | Sell |
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|
2020
Q3 | $6.15M | Sell |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $9.11M | Buy |
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|
2019
Q4 | $338K | Buy |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $479K | Sell |
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|
2018
Q3 | $570K | Sell |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $1.28M | Sell |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $1.39M | Buy |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $963K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $388K | Buy |
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