Kestra Advisory Services’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 | $28.8M | Sell |
461,859
-12,021
| -3% | -$750K | 0.14% | 129 |
|
|
2025
Q1 | $27.9M | Buy |
473,880
+4,915
| +1% | +$290K | 0.14% | 119 |
|
|
2024
Q4 | $23.2M | Buy |
468,965
+45,271
| +11% | +$2.24M | 0.13% | 149 |
|
|
2024
Q3 | $21.1M | Sell |
423,694
-22,148
| -5% | -$1.1M | 0.12% | 183 |
|
|
2024
Q2 | $18.4M | Buy |
445,842
+44,407
| +11% | +$1.84M | 0.1% | 212 |
|
|
2024
Q1 | $16.9M | Buy |
401,435
+37,442
| +10% | +$1.57M | 0.11% | 176 |
|
|
2023
Q4 | $14.2M | Buy |
363,993
+34,414
| +10% | +$1.34M | 0.12% | 192 |
|
|
2023
Q3 | $11.5M | Buy |
329,579
+10,341
| +3% | +$362K | 0.11% | 206 |
|
|
2023
Q2 | $11.6M | Buy |
319,238
+109,509
| +52% | +$3.99M | 0.12% | 200 |
|
|
2023
Q1 | $7.84M | Sell |
209,729
-46,869
| -18% | -$1.75M | 0.09% | 250 |
|
|
2022
Q4 | $8.88M | Sell |
256,598
-71,738
| -22% | -$2.48M | 0.08% | 273 |
|
|
2022
Q3 | $10.4M | Sell |
328,336
-57,260
| -15% | -$1.81M | 0.11% | 205 |
|
|
2022
Q2 | $13.2M | Buy |
385,596
+8,641
| +2% | +$296K | 0.14% | 165 |
|
|
2022
Q1 | $13.9M | Buy |
376,955
+18,605
| +5% | +$685K | 0.14% | 158 |
|
|
2021
Q4 | $12.5M | Sell |
358,350
-35,381
| -9% | -$1.23M | 0.13% | 184 |
|
|
2021
Q3 | $13.2M | Sell |
393,731
-28,819
| -7% | -$963K | 0.13% | 174 |
|
|
2021
Q2 | $14.2M | Buy |
422,550
+42,501
| +11% | +$1.43M | 0.16% | 145 |
|
|
2021
Q1 | $12.4M | Sell |
380,049
-99,451
| -21% | -$3.23M | 0.16% | 153 |
|
|
2020
Q4 | $17.3M | Buy |
479,500
+149,607
| +45% | +$5.4M | 0.2% | 116 |
|
|
2020
Q3 | $11.9M | Buy |
+329,893
| New | +$11.9M | 0.22% | 116 |
|