IFA
Interactive Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,237
| Closed | -$1.06M | – | 88 |
|
|
2024
Q3 | $1.06M | Sell |
21,237
-398
| -2% | -$19.8K | 0.54% | 35 |
|
|
2024
Q2 | $950K | Sell |
21,635
-828
| -4% | -$36.4K | 0.52% | 35 |
|
|
2024
Q1 | $944K | Buy |
+22,463
| New | +$944K | 0.52% | 34 |
|
|
2023
Q4 | – | Sell |
-21,372
| Closed | -$748K | – | 85 |
|
|
2023
Q3 | $748K | Buy |
21,372
+781
| +4% | +$27.3K | 0.5% | 34 |
|
|
2023
Q2 | $749K | Sell |
20,591
-299
| -1% | -$10.9K | 0.51% | 41 |
|
|
2023
Q1 | $781K | Sell |
20,890
-458
| -2% | -$17.1K | 0.5% | 38 |
|
|
2022
Q4 | $738K | Sell |
21,348
-658
| -3% | -$22.8K | 0.44% | 44 |
|
|
2022
Q3 | $694K | Buy |
22,006
+1,079
| +5% | +$34K | 0.4% | 44 |
|
|
2022
Q2 | $718K | Buy |
20,927
+2,125
| +11% | +$72.9K | 0.36% | 39 |
|
|
2022
Q1 | $692K | Buy |
18,802
+1,410
| +8% | +$51.9K | 0.32% | 50 |
|
|
2021
Q4 | $605K | Buy |
17,392
+3,160
| +22% | +$110K | 0.23% | 51 |
|
|
2021
Q3 | $475K | Buy |
14,232
+1,320
| +10% | +$44.1K | 0.21% | 57 |
|
|
2021
Q2 | $435K | Sell |
12,912
-15,120
| -54% | -$509K | 0.18% | 59 |
|
|
2021
Q1 | $456K | Buy |
28,032
+201
| +0.7% | +$3.27K | 0.19% | 56 |
|
|
2020
Q4 | $505K | Buy |
27,831
+4,876
| +21% | +$88.5K | 0.23% | 51 |
|
|
2020
Q3 | $413K | Buy |
22,955
+4,438
| +24% | +$79.8K | 0.21% | 48 |
|
|
2020
Q2 | $315K | Buy |
18,517
+101
| +0.5% | +$1.72K | 0.16% | 51 |
|
|
2020
Q1 | $278K | Buy |
18,416
+3,411
| +23% | +$51.5K | 0.25% | 33 |
|
|
2019
Q4 | $218K | Sell |
15,005
-250
| -2% | -$3.63K | 0.1% | 73 |
|
|
2019
Q3 | $215K | Sell |
15,255
-6
| -0% | -$85 | 0.1% | 66 |
|
|
2019
Q2 | $206K | Sell |
15,261
-458
| -3% | -$6.18K | 0.09% | 70 |
|
|
2019
Q1 | $195K | Buy |
15,719
+2,299
| +17% | +$28.5K | 0.09% | 61 |
|
|
2018
Q4 | $165K | Sell |
13,420
-424
| -3% | -$5.21K | 0.09% | 54 |
|
|
2018
Q3 | $158K | Buy |
13,844
+591
| +4% | +$6.75K | 0.08% | 70 |
|
|
2018
Q2 | $159K | Sell |
13,253
-1,595
| -11% | -$19.1K | 0.08% | 68 |
|
|
2018
Q1 | $189K | Sell |
14,848
-2,770
| -16% | -$35.3K | 0.09% | 66 |
|
|
2017
Q4 | $220K | Sell |
17,618
-2,171
| -11% | -$27.1K | 0.1% | 62 |
|
|
2017
Q3 | $244K | Sell |
19,789
-10,634
| -35% | -$131K | 0.11% | 58 |
|
|
2017
Q2 | $363K | Sell |
30,423
-447
| -1% | -$5.33K | 0.17% | 55 |
|
|
2017
Q1 | $371K | Buy |
30,870
+1,304
| +4% | +$15.7K | 0.18% | 53 |
|
|
2016
Q4 | $328K | Buy |
29,566
+1,284
| +5% | +$14.2K | 0.17% | 55 |
|
|
2016
Q3 | $359K | Buy |
28,282
+2,725
| +11% | +$34.6K | 0.18% | 50 |
|
|
2016
Q2 | $326K | Buy |
25,557
+18,252
| +250% | +$233K | 0.17% | 51 |
|
|
2016
Q1 | $87K | Buy |
7,305
+369
| +5% | +$4.4K | 0.05% | 56 |
|
|
2015
Q4 | $71K | Sell |
6,936
-949
| -12% | -$9.71K | 0.04% | 59 |
|
|
2015
Q3 | $85K | Sell |
7,885
-1,481
| -16% | -$16K | 0.05% | 54 |
|
|
2015
Q2 | $106K | Sell |
9,366
-1,589
| -15% | -$18K | 0.06% | 58 |
|
|
2015
Q1 | $125K | Sell |
10,955
-416
| -4% | -$4.75K | 0.07% | 53 |
|
|
2014
Q4 | $130K | Sell |
11,371
-2,109
| -16% | -$24.1K | 0.07% | 49 |
|
|
2014
Q3 | $158K | Sell |
13,480
-1,315
| -9% | -$15.4K | 0.09% | 50 |
|
|
2014
Q2 | $191K | Sell |
14,795
-557
| -4% | -$7.19K | 0.11% | 46 |
|
|
2014
Q1 | $191K | Sell |
15,352
-5,213
| -25% | -$64.9K | 0.11% | 46 |
|
|
2013
Q4 | $240K | Sell |
20,565
-1,975
| -9% | -$23K | 0.14% | 41 |
|
|
2013
Q3 | $291K | Sell |
22,540
-9,099
| -29% | -$117K | 0.18% | 39 |
|
|
2013
Q2 | $379K | Buy |
+31,639
| New | +$379K | 0.28% | 28 |
|