IPG Investment Advisors’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 | $437K | Hold |
7,007
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $413K | Buy |
7,007
+2,883
| +70% | +$170K | 0.09% | 108 |
|
|
2024
Q4 | $204K | Sell |
4,124
-675
| -14% | -$33.4K | 0.05% | 160 |
|
|
2024
Q3 | $239K | Buy |
+4,799
| New | +$239K | 0.05% | 144 |
|
|
2022
Q1 | – | Sell |
-15,749
| Closed | -$549K | – | 191 |
|
|
2021
Q4 | $549K | Buy |
+15,749
| New | +$549K | 0.1% | 107 |
|
|
2021
Q2 | – | Sell |
-53,674
| Closed | -$1.75M | – | 174 |
|
|
2021
Q1 | $1.75M | Buy |
53,674
+815
| +2% | +$26.5K | 0.34% | 50 |
|
|
2020
Q4 | $1.92M | Sell |
52,859
-37,180
| -41% | -$1.35M | 0.44% | 42 |
|
|
2020
Q3 | $3.24M | Hold |
90,039
| – | – | 0.93% | 31 |
|
|
2020
Q2 | $3.06M | Hold |
90,039
| – | – | 1.04% | 28 |
|
|
2020
Q1 | $2.71M | Buy |
90,039
+23,911
| +36% | +$721K | 1.14% | 26 |
|
|
2019
Q4 | $1.92M | Buy |
66,128
+53,796
| +436% | +$1.56M | 0.61% | 37 |
|
|
2019
Q3 | $348K | Hold |
12,332
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $333K | Hold |
12,332
| – | – | 0.12% | 97 |
|
|
2019
Q1 | $305K | Sell |
12,332
-10,889
| -47% | -$270K | 0.1% | 110 |
|
|
2018
Q4 | $571K | Buy |
+23,221
| New | +$571K | 0.22% | 62 |
|