Kestra Private Wealth 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 | $10.6M | Buy |
169,335
+6,327
| +4% | +$395K | 0.15% | 154 |
|
|
2025
Q1 | $9.61M | Buy |
163,008
+11,612
| +8% | +$685K | 0.16% | 148 |
|
|
2024
Q4 | $7.5M | Buy |
151,396
+3,292
| +2% | +$163K | 0.13% | 180 |
|
|
2024
Q3 | $7.36M | Buy |
148,104
+4,056
| +3% | +$202K | 0.14% | 169 |
|
|
2024
Q2 | $6.33M | Buy |
144,048
+2,862
| +2% | +$126K | 0.13% | 182 |
|
|
2024
Q1 | $5.93M | Sell |
141,186
-1,994
| -1% | -$83.8K | 0.13% | 174 |
|
|
2023
Q4 | $5.59M | Sell |
143,180
-4,637
| -3% | -$181K | 0.14% | 172 |
|
|
2023
Q3 | $5.17M | Sell |
147,817
-3,225
| -2% | -$113K | 0.16% | 147 |
|
|
2023
Q2 | $5.5M | Buy |
151,042
+24,063
| +19% | +$876K | 0.19% | 135 |
|
|
2023
Q1 | $4.75M | Buy |
126,979
+55,406
| +77% | +$2.07M | 0.19% | 133 |
|
|
2022
Q4 | $2.48M | Sell |
71,573
-4,085
| -5% | -$141K | 0.13% | 188 |
|
|
2022
Q3 | $2.39M | Buy |
75,658
+6,663
| +10% | +$210K | 0.14% | 173 |
|
|
2022
Q2 | $2.37M | Sell |
68,995
-9,390
| -12% | -$322K | 0.14% | 180 |
|
|
2022
Q1 | $2.89M | Buy |
78,385
+20,869
| +36% | +$769K | 0.14% | 162 |
|
|
2021
Q4 | $2M | Buy |
57,516
+26,692
| +87% | +$929K | 0.1% | 222 |
|
|
2021
Q3 | $1.03M | Buy |
30,824
+9,882
| +47% | +$330K | 0.06% | 342 |
|
|
2021
Q2 | $706K | Buy |
20,942
+2,632
| +14% | +$88.7K | 0.04% | 426 |
|
|
2021
Q1 | $595K | Buy |
18,310
+7,213
| +65% | +$234K | 0.04% | 416 |
|
|
2020
Q4 | $401K | Sell |
11,097
-147
| -1% | -$5.31K | 0.03% | 485 |
|
|
2020
Q3 | $405K | Buy |
+11,244
| New | +$405K | 0.04% | 426 |
|