IA
IFP Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Buy |
550,542
+15,038
| +3% | +$938K | 0.98% | 10 |
|
|
2025
Q1 | $31.6M | Buy |
535,504
+28,319
| +6% | +$1.67M | 0.97% | 10 |
|
|
2024
Q4 | $25.1M | Buy |
507,185
+86,542
| +21% | +$4.28M | 0.82% | 15 |
|
|
2024
Q3 | $20.9M | Buy |
420,643
+20,865
| +5% | +$1.04M | 0.75% | 19 |
|
|
2024
Q2 | $17.6M | Buy |
399,778
+35,565
| +10% | +$1.56M | 0.7% | 25 |
|
|
2024
Q1 | $15.3M | Buy |
364,213
+86,735
| +31% | +$3.64M | 0.67% | 25 |
|
|
2023
Q4 | $10.8M | Buy |
277,478
+194,486
| +234% | +$7.59M | 0.51% | 38 |
|
|
2023
Q3 | $2.9M | Sell |
82,992
-11,992
| -13% | -$420K | 0.13% | 154 |
|
|
2023
Q2 | $3.46M | Buy |
94,984
+28,790
| +43% | +$1.05M | 0.14% | 142 |
|
|
2023
Q1 | $2.38M | Sell |
66,194
-118,545
| -64% | -$4.25M | 0.1% | 200 |
|
|
2022
Q4 | $6.72M | Sell |
184,739
-65,709
| -26% | -$2.39M | 0.18% | 104 |
|
|
2022
Q3 | $9.08M | Sell |
250,448
-115,243
| -32% | -$4.18M | 0.24% | 89 |
|
|
2022
Q2 | $13.2M | Hold |
365,691
| – | – | 0.42% | 43 |
|
|
2022
Q1 | $13.2M | Buy |
365,691
+265,037
| +263% | +$9.55M | 0.42% | 43 |
|
|
2021
Q4 | $3.53M | Buy |
100,654
+3,909
| +4% | +$137K | 0.07% | 164 |
|
|
2021
Q3 | $3.24M | Sell |
96,745
-20,056
| -17% | -$673K | 0.06% | 175 |
|
|
2021
Q2 | $3.94M | Sell |
116,801
-102,107
| -47% | -$3.44M | 0.08% | 144 |
|
|
2021
Q1 | $3.56M | Sell |
218,908
-688,680
| -76% | -$11.2M | 0.07% | 138 |
|
|
2020
Q4 | $16.5M | Sell |
907,588
-143,651
| -14% | -$2.6M | 0.67% | 17 |
|
|
2020
Q3 | $18.9M | Buy |
1,051,239
+410,283
| +64% | +$7.37M | 1.13% | 10 |
|
|
2020
Q2 | $10.9M | Buy |
640,956
+391,709
| +157% | +$6.64M | 0.86% | 14 |
|
|
2020
Q1 | $3.88M | Sell |
249,247
-29,827
| -11% | -$464K | 0.39% | 57 |
|
|
2019
Q4 | $4.02M | Buy |
279,074
+36,459
| +15% | +$525K | 0.3% | 74 |
|
|
2019
Q3 | $3.47M | Buy |
+242,615
| New | +$3.47M | 0.23% | 101 |
|
|
2019
Q1 | $817K | Sell |
66,466
-112,713
| -63% | -$1.39M | 0.11% | 192 |
|
|
2018
Q4 | $2.2M | Sell |
179,179
-9,868
| -5% | -$121K | 0.13% | 172 |
|
|
2018
Q3 | $2.16M | Buy |
189,047
+8,863
| +5% | +$101K | 0.09% | 239 |
|
|
2018
Q2 | $2.17M | Sell |
180,184
-5,507
| -3% | -$66.2K | 0.09% | 233 |
|
|
2018
Q1 | $2.32M | Hold |
185,691
| – | – | 0.11% | 215 |
|
|
2017
Q4 | $2.32M | Sell |
185,691
-40,004
| -18% | -$500K | 0.11% | 214 |
|
|
2017
Q3 | $2.78M | Buy |
225,695
+18,102
| +9% | +$223K | 0.11% | 200 |
|
|
2017
Q2 | $2.48M | Buy |
207,593
+7,188
| +4% | +$85.8K | 0.11% | 217 |
|
|
2017
Q1 | $2.41M | Sell |
200,405
-262,866
| -57% | -$3.16M | 0.1% | 213 |
|
|
2016
Q4 | $5.13M | Sell |
463,271
-120,115
| -21% | -$1.33M | 0.25% | 87 |
|
|
2016
Q3 | $7.4M | Buy |
583,386
+310,306
| +114% | +$3.94M | 0.38% | 52 |
|
|
2016
Q2 | $3.49M | Buy |
273,080
+206,614
| +311% | +$2.64M | 0.19% | 100 |
|
|
2016
Q1 | $817K | Buy |
66,466
+9,405
| +16% | +$116K | 0.11% | 192 |
|
|
2015
Q4 | $584K | Buy |
+57,061
| New | +$584K | 0.04% | 449 |
|