Kayne Anderson Rudnick Investment Management’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 | $1.14M | Hold |
18,437
| – | – | ﹤0.01% | 376 |
|
|
2025
Q1 | $1.08M | Hold |
18,437
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $909K | Buy |
18,437
+1,800
| +11% | +$88.7K | ﹤0.01% | 392 |
|
|
2024
Q3 | $826K | Hold |
16,637
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $733K | Hold |
16,637
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $697K | Sell |
16,637
-1,448
| -8% | -$60.6K | ﹤0.01% | 391 |
|
|
2023
Q4 | $706K | Buy |
18,085
+742
| +4% | +$29K | ﹤0.01% | 384 |
|
|
2023
Q3 | $614K | Hold |
17,343
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $628K | Hold |
17,343
| – | – | ﹤0.01% | 388 |
|
|
2023
Q1 | $651K | Sell |
17,343
-1,659
| -9% | -$62.3K | ﹤0.01% | 374 |
|
|
2022
Q4 | $653K | Hold |
19,002
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $603K | Sell |
19,002
-917
| -5% | -$29.1K | ﹤0.01% | 367 |
|
|
2022
Q2 | $687K | Hold |
19,919
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $735K | Hold |
19,919
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $690K | Sell |
19,919
-8,024
| -29% | -$278K | ﹤0.01% | 362 |
|
|
2021
Q3 | $927K | Sell |
27,943
-6,488
| -19% | -$215K | ﹤0.01% | 339 |
|
|
2021
Q2 | $1.16M | Sell |
34,431
-10,893
| -24% | -$366K | ﹤0.01% | 320 |
|
|
2021
Q1 | $1.47M | Sell |
45,324
-5,769
| -11% | -$188K | ﹤0.01% | 304 |
|
|
2020
Q4 | $1.85M | Sell |
51,093
-19,649
| -28% | -$713K | 0.01% | 296 |
|
|
2020
Q3 | $2.55M | Buy |
70,742
+40,932
| +137% | +$1.47M | 0.01% | 274 |
|
|
2020
Q2 | $1.01M | Buy |
29,810
+8,202
| +38% | +$279K | ﹤0.01% | 307 |
|
|
2020
Q1 | $651K | Hold |
21,608
| – | – | ﹤0.01% | 316 |
|
|
2019
Q4 | $627K | Hold |
21,608
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $609K | Buy |
21,608
+384
| +2% | +$10.8K | ﹤0.01% | 318 |
|
|
2019
Q2 | $573K | Hold |
21,224
| – | – | ﹤0.01% | 318 |
|
|
2019
Q1 | $526K | Buy |
21,224
+481
| +2% | +$11.9K | ﹤0.01% | 310 |
|
|
2018
Q4 | $510K | Sell |
20,743
-540
| -3% | -$13.3K | ﹤0.01% | 320 |
|
|
2018
Q3 | $484K | Buy |
21,283
+4,105
| +24% | +$93.4K | ﹤0.01% | 311 |
|
|
2018
Q2 | $412K | Sell |
17,178
-39
| -0.2% | -$935 | ﹤0.01% | 318 |
|
|
2018
Q1 | $438K | Hold |
17,217
| – | – | ﹤0.01% | 324 |
|
|
2017
Q4 | $431K | Sell |
17,217
-124
| -0.7% | -$3.1K | ﹤0.01% | 317 |
|
|
2017
Q3 | $427K | Buy |
17,341
+405
| +2% | +$9.97K | ﹤0.01% | 317 |
|
|
2017
Q2 | $404K | Hold |
16,936
| – | – | ﹤0.01% | 319 |
|
|
2017
Q1 | $407K | Hold |
16,936
| – | – | ﹤0.01% | 324 |
|
|
2016
Q4 | $375K | Buy |
16,936
+5,211
| +44% | +$115K | ﹤0.01% | 316 |
|
|
2016
Q3 | $298K | Buy |
+11,725
| New | +$298K | ﹤0.01% | 323 |
|