IFG Advisory’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 | $1.29M | Sell |
20,747
-4,485
| -18% | -$280K | 0.06% | 291 |
|
|
2025
Q1 | $1.49M | Buy |
25,232
+2,798
| +12% | +$165K | 0.08% | 255 |
|
|
2024
Q4 | $1.11M | Buy |
22,434
+3,236
| +17% | +$160K | 0.06% | 279 |
|
|
2024
Q3 | $954K | Sell |
19,198
-574
| -3% | -$28.5K | 0.06% | 276 |
|
|
2024
Q2 | $869K | Buy |
19,772
+760
| +4% | +$33.4K | 0.06% | 303 |
|
|
2024
Q1 | $799K | Buy |
19,012
+832
| +5% | +$35K | 0.06% | 271 |
|
|
2023
Q4 | $710K | Buy |
18,180
+1,360
| +8% | +$53.1K | 0.05% | 307 |
|
|
2023
Q3 | $589K | Sell |
16,820
-175
| -1% | -$6.12K | 0.05% | 316 |
|
|
2023
Q2 | $618K | Buy |
16,995
+327
| +2% | +$11.9K | 0.05% | 261 |
|
|
2023
Q1 | $623K | Sell |
16,668
-158
| -0.9% | -$5.91K | 0.06% | 278 |
|
|
2022
Q4 | $582K | Hold |
16,826
| – | – | 0.06% | 288 |
|
|
2022
Q3 | $530K | Buy |
16,826
+56
| +0.3% | +$1.76K | 0.05% | 305 |
|
|
2022
Q2 | $575K | Buy |
+16,770
| New | +$575K | 0.06% | 269 |
|
|
2022
Q1 | – | Sell |
-13,773
| Closed | -$479K | – | 510 |
|
|
2021
Q4 | $479K | Buy |
13,773
+5
| +0% | +$174 | 0.05% | 306 |
|
|
2021
Q3 | $460K | Sell |
13,768
-169
| -1% | -$5.65K | 0.05% | 308 |
|
|
2021
Q2 | $469K | Sell |
13,937
-4
| -0% | -$135 | 0.05% | 302 |
|
|
2021
Q1 | $453K | Buy |
13,941
+3,288
| +31% | +$107K | 0.06% | 316 |
|
|
2020
Q4 | $386K | Sell |
10,653
-341
| -3% | -$12.4K | 0.05% | 306 |
|
|
2020
Q3 | $395K | Sell |
10,994
-5,038
| -31% | -$181K | 0.06% | 269 |
|
|
2020
Q2 | $544K | Buy |
16,032
+1,201
| +8% | +$40.8K | 0.1% | 212 |
|
|
2020
Q1 | $447K | Buy |
14,831
+1,847
| +14% | +$55.7K | 0.1% | 207 |
|
|
2019
Q4 | $376K | Sell |
12,984
-40
| -0.3% | -$1.16K | 0.07% | 280 |
|
|
2019
Q3 | $367K | Sell |
13,024
-364
| -3% | -$10.3K | 0.07% | 270 |
|
|
2019
Q2 | $361K | Sell |
13,388
-1,395
| -9% | -$37.6K | 0.06% | 247 |
|
|
2019
Q1 | $366K | Buy |
14,783
+810
| +6% | +$20.1K | 0.07% | 238 |
|
|
2018
Q4 | $343K | Sell |
13,973
-1,012
| -7% | -$24.8K | 0.08% | 227 |
|
|
2018
Q3 | $342K | Buy |
14,985
+14
| +0.1% | +$320 | 0.06% | 272 |
|
|
2018
Q2 | $359K | Hold |
14,971
| – | – | 0.07% | 240 |
|
|
2018
Q1 | $381K | Sell |
14,971
-660
| -4% | -$16.8K | 0.08% | 225 |
|
|
2017
Q4 | $391K | Buy |
+15,631
| New | +$391K | 0.09% | 214 |
|