Integrated Wealth Concepts’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 | $19.1M | Sell |
306,636
-17,871
| -6% | -$1.11M | 0.19% | 116 |
|
|
2025
Q1 | $19.1M | Buy |
324,507
+233,936
| +258% | +$13.8M | 0.22% | 104 |
|
|
2024
Q4 | $4.48M | Buy |
90,571
+37,432
| +70% | +$1.85M | 0.05% | 322 |
|
|
2024
Q3 | $2.64M | Buy |
53,139
+44
| +0.1% | +$2.19K | 0.03% | 467 |
|
|
2024
Q2 | $2.33M | Sell |
53,095
-3,652
| -6% | -$160K | 0.03% | 465 |
|
|
2024
Q1 | $2.38M | Sell |
56,747
-8,022
| -12% | -$337K | 0.03% | 462 |
|
|
2023
Q4 | $2.53M | Sell |
64,769
-924
| -1% | -$36.1K | 0.04% | 400 |
|
|
2023
Q3 | $2.3M | Sell |
65,693
-5,010
| -7% | -$175K | 0.04% | 409 |
|
|
2023
Q2 | $2.57M | Buy |
70,703
+8,048
| +13% | +$293K | 0.04% | 373 |
|
|
2023
Q1 | $2.34M | Buy |
62,655
+17,788
| +40% | +$665K | 0.05% | 348 |
|
|
2022
Q4 | $1.55M | Sell |
44,867
-561
| -1% | -$19.4K | 0.04% | 375 |
|
|
2022
Q3 | $1.43M | Buy |
45,428
+1,784
| +4% | +$56.2K | 0.05% | 345 |
|
|
2022
Q2 | $1.5M | Buy |
43,644
+17,542
| +67% | +$602K | 0.05% | 338 |
|
|
2022
Q1 | $961K | Sell |
26,102
-44,871
| -63% | -$1.65M | 0.03% | 405 |
|
|
2021
Q4 | $2.47M | Sell |
70,973
-1,948
| -3% | -$67.8K | 0.07% | 219 |
|
|
2021
Q3 | $2.44M | Buy |
72,921
+4,938
| +7% | +$165K | 0.08% | 211 |
|
|
2021
Q2 | $2.29M | Buy |
67,983
+6,296
| +10% | +$212K | 0.08% | 201 |
|
|
2021
Q1 | $2.01M | Buy |
61,687
+6,070
| +11% | +$197K | 0.08% | 185 |
|
|
2020
Q4 | $2.02M | Buy |
55,617
+7,282
| +15% | +$264K | 0.1% | 148 |
|
|
2020
Q3 | $1.74M | Buy |
48,335
+22,362
| +86% | +$805K | 0.11% | 140 |
|
|
2020
Q2 | $883K | Buy |
25,973
+20,091
| +342% | +$683K | 0.06% | 193 |
|
|
2020
Q1 | $177K | Buy |
+5,882
| New | +$177K | 0.02% | 398 |
|