Kingsview Wealth 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 | $21.7M | Sell |
347,422
-13,080
| -4% | -$816K | 0.37% | 48 |
|
|
2025
Q1 | $21.3M | Buy |
360,502
+826
| +0.2% | +$48.7K | 0.4% | 44 |
|
|
2024
Q4 | $17.8M | Sell |
359,676
-110,224
| -23% | -$5.46M | 0.35% | 51 |
|
|
2024
Q3 | $23.4M | Buy |
469,900
+152,446
| +48% | +$7.58M | 0.49% | 45 |
|
|
2024
Q2 | $13.9M | Sell |
317,454
-11,194
| -3% | -$492K | 0.33% | 55 |
|
|
2024
Q1 | $13.8M | Buy |
328,648
+30,797
| +10% | +$1.29M | 0.35% | 57 |
|
|
2023
Q4 | $11.6M | Buy |
297,851
+92,708
| +45% | +$3.62M | 0.35% | 63 |
|
|
2023
Q3 | $7.18M | Sell |
205,143
-92,221
| -31% | -$3.23M | 0.26% | 90 |
|
|
2023
Q2 | $10.8M | Sell |
297,364
-4,918
| -2% | -$179K | 0.42% | 46 |
|
|
2023
Q1 | $11.3M | Buy |
302,282
+199,750
| +195% | +$7.46M | 0.47% | 46 |
|
|
2022
Q4 | $3.55M | Sell |
102,532
-1,352
| -1% | -$46.8K | 0.15% | 154 |
|
|
2022
Q3 | $3.28M | Sell |
103,884
-19,842
| -16% | -$626K | 0.16% | 147 |
|
|
2022
Q2 | $4.25M | Buy |
123,726
+5,574
| +5% | +$191K | 0.2% | 123 |
|
|
2022
Q1 | $4.35M | Buy |
118,152
+13,428
| +13% | +$495K | 0.19% | 126 |
|
|
2021
Q4 | $3.65M | Sell |
104,724
-14,079
| -12% | -$490K | 0.15% | 148 |
|
|
2021
Q3 | $3.97M | Sell |
118,803
-25,179
| -17% | -$841K | 0.19% | 124 |
|
|
2021
Q2 | $4.87M | Buy |
143,982
+8,273
| +6% | +$280K | 0.24% | 91 |
|
|
2021
Q1 | $4.47M | Sell |
135,709
-3,851
| -3% | -$127K | 0.25% | 89 |
|
|
2020
Q4 | $5.06M | Sell |
139,560
-18,060
| -11% | -$655K | 0.37% | 60 |
|
|
2020
Q3 | $5.67M | Buy |
157,620
+22,146
| +16% | +$797K | 0.51% | 39 |
|
|
2020
Q2 | $4.6M | Buy |
135,474
+13,207
| +11% | +$449K | 0.46% | 50 |
|
|
2020
Q1 | $3.69M | Sell |
122,267
-88,393
| -42% | -$2.66M | 0.5% | 58 |
|
|
2019
Q4 | $6.11M | Buy |
210,660
+17,222
| +9% | +$499K | 0.77% | 25 |
|
|
2019
Q3 | $5.46M | Buy |
193,438
+34,441
| +22% | +$971K | 0.86% | 18 |
|
|
2019
Q2 | $4.29M | Buy |
158,997
+69,670
| +78% | +$1.88M | 0.72% | 34 |
|
|
2019
Q1 | $2.21M | Buy |
89,327
+55,833
| +167% | +$1.38M | 0.34% | 80 |
|
|
2018
Q4 | $823K | Sell |
33,494
-32,411
| -49% | -$796K | 0.18% | 152 |
|
|
2018
Q3 | $1.51M | Buy |
+65,905
| New | +$1.51M | 0.31% | 102 |
|