Kestra Advisory Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.7M | Buy |
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|
2025
Q2 | $28.8M | Sell |
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|
2025
Q1 | $27.9M | Buy |
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|
2024
Q4 | $23.2M | Buy |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $18.4M | Buy |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $11.5M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $7.84M | Sell |
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|
2022
Q4 | $8.88M | Sell |
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|
2022
Q3 | $10.4M | Sell |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $13.9M | Buy |
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|
2021
Q4 | $12.5M | Sell |
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|
2021
Q3 | $13.2M | Sell |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $17.3M | Buy |
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|
2020
Q3 | $11.9M | Buy |
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