J.W. Coons 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 | $1.48M | Hold |
23,691
| – | – | 0.33% | 73 |
|
|
2025
Q1 | $1.4M | Hold |
23,691
| – | – | 0.37% | 68 |
|
|
2024
Q4 | $1.17M | Buy |
23,691
+20
| +0.1% | +$990 | 0.3% | 78 |
|
|
2024
Q3 | $1.18M | Buy |
23,671
+175
| +0.7% | +$8.7K | 0.29% | 83 |
|
|
2024
Q2 | $1.03M | Hold |
23,496
| – | – | 0.25% | 89 |
|
|
2024
Q1 | $987K | Sell |
23,496
-800
| -3% | -$33.6K | 0.22% | 89 |
|
|
2023
Q4 | $948K | Hold |
24,296
| – | – | 0.26% | 94 |
|
|
2023
Q3 | $850K | Sell |
24,296
-500
| -2% | -$17.5K | 0.25% | 93 |
|
|
2023
Q2 | $902K | Hold |
24,796
| – | – | 0.25% | 91 |
|
|
2023
Q1 | $927K | Sell |
24,796
-450
| -2% | -$16.8K | 0.27% | 87 |
|
|
2022
Q4 | $873K | Sell |
25,246
-750
| -3% | -$25.9K | 0.26% | 93 |
|
|
2022
Q3 | $820K | Buy |
25,996
+2,375
| +10% | +$74.9K | 0.31% | 88 |
|
|
2022
Q2 | $808K | Buy |
23,621
+1,085
| +5% | +$37.1K | 0.29% | 89 |
|
|
2022
Q1 | $833K | Buy |
22,536
+4,825
| +27% | +$178K | 0.25% | 107 |
|
|
2021
Q4 | $616K | Sell |
17,711
-135
| -0.8% | -$4.7K | 0.19% | 132 |
|
|
2021
Q3 | $595K | Sell |
17,846
-200
| -1% | -$6.67K | 0.2% | 124 |
|
|
2021
Q2 | $607K | Sell |
18,046
-3,501
| -16% | -$118K | 0.22% | 121 |
|
|
2021
Q1 | $701K | Hold |
21,547
| – | – | 0.25% | 103 |
|
|
2020
Q4 | $782K | Sell |
21,547
-5,511
| -20% | -$200K | 0.3% | 93 |
|
|
2020
Q3 | $975K | Hold |
27,058
| – | – | 0.41% | 67 |
|
|
2020
Q2 | $915K | Hold |
27,058
| – | – | 0.41% | 66 |
|
|
2020
Q1 | $819K | Buy |
+27,058
| New | +$819K | 0.43% | 67 |
|