IAA
Independent Advisor Alliance’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
23,334
+5,046
| +28% | +$315K | 0.04% | 339 |
|
|
2025
Q1 | $1.08M | Buy |
18,288
+985
| +6% | +$58.1K | 0.04% | 364 |
|
|
2024
Q4 | $857K | Buy |
17,303
+2,968
| +21% | +$147K | 0.01% | 772 |
|
|
2024
Q3 | $712K | Sell |
14,335
-409
| -3% | -$20.3K | 0.03% | 389 |
|
|
2024
Q2 | $648K | Buy |
14,744
+1,686
| +13% | +$74.1K | 0.02% | 403 |
|
|
2024
Q1 | $549K | Sell |
13,058
-1,805
| -12% | -$75.8K | 0.02% | 436 |
|
|
2023
Q4 | $580K | Buy |
14,863
+683
| +5% | +$26.7K | 0.02% | 412 |
|
|
2023
Q3 | $496K | Buy |
14,180
+233
| +2% | +$8.15K | 0.02% | 417 |
|
|
2023
Q2 | $508K | Sell |
13,947
-225
| -2% | -$8.19K | 0.02% | 423 |
|
|
2023
Q1 | $530K | Sell |
14,172
-1,930
| -12% | -$72.1K | 0.03% | 410 |
|
|
2022
Q4 | $557 | Sell |
16,102
-1,459
| -8% | -$50 | ﹤0.01% | 340 |
|
|
2022
Q3 | $554K | Sell |
17,561
-19,275
| -52% | -$608K | 0.03% | 348 |
|
|
2022
Q2 | $1.26M | Buy |
+36,836
| New | +$1.26M | 0.07% | 229 |
|
|
2022
Q1 | – | Sell |
-42,938
| Closed | -$1.5M | – | 700 |
|
|
2021
Q4 | $1.5M | Buy |
42,938
+24,512
| +133% | +$853K | 0.07% | 209 |
|
|
2021
Q3 | $616K | Sell |
18,426
-846
| -4% | -$28.3K | 0.03% | 334 |
|
|
2021
Q2 | $650K | Sell |
19,272
-17,443
| -48% | -$588K | 0.04% | 334 |
|
|
2021
Q1 | $597K | Sell |
36,715
-714
| -2% | -$11.6K | 0.04% | 336 |
|
|
2020
Q4 | $679K | Buy |
37,429
+2,564
| +7% | +$46.5K | 0.05% | 288 |
|
|
2020
Q3 | $627K | Buy |
34,865
+6,247
| +22% | +$112K | 0.05% | 247 |
|
|
2020
Q2 | $486K | Buy |
28,618
+7,096
| +33% | +$121K | 0.05% | 274 |
|
|
2020
Q1 | $324K | Sell |
21,522
-105,952
| -83% | -$1.6M | 0.05% | 263 |
|
|
2019
Q4 | $1.85M | Sell |
127,474
-616
| -0.5% | -$8.93K | 0.08% | 252 |
|
|
2019
Q3 | $1.81M | Sell |
128,090
-21,997
| -15% | -$310K | 0.22% | 100 |
|
|
2019
Q2 | $2.03M | Sell |
150,087
-607
| -0.4% | -$8.19K | 0.29% | 80 |
|
|
2019
Q1 | $1.87M | Sell |
150,694
-2,328
| -2% | -$28.8K | 0.26% | 87 |
|
|
2018
Q4 | $1.88M | Buy |
153,022
+2,949
| +2% | +$36.3K | 0.33% | 70 |
|
|
2018
Q3 | $1.71M | Buy |
150,073
+3,463
| +2% | +$39.5K | 0.31% | 76 |
|
|
2018
Q2 | $1.76M | Sell |
146,610
-3,050
| -2% | -$36.7K | 0.37% | 65 |
|
|
2018
Q1 | $1.93M | Buy |
149,660
+338
| +0.2% | +$4.36K | 0.43% | 52 |
|
|
2017
Q4 | $1.9M | Sell |
149,322
-932
| -0.6% | -$11.8K | 0.42% | 62 |
|
|
2017
Q3 | $1.86M | Buy |
150,254
+18,837
| +14% | +$233K | 0.51% | 48 |
|
|
2017
Q2 | $1.53M | Sell |
131,417
-2,205
| -2% | -$25.7K | 0.49% | 65 |
|
|
2017
Q1 | $1.62M | Buy |
133,622
+4,405
| +3% | +$53.3K | 0.26% | 118 |
|
|
2016
Q4 | $1.5M | Buy |
+129,217
| New | +$1.5M | 0.64% | 57 |
|