Kovack Advisors’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 | $465K | Buy |
7,459
+450
| +6% | +$28.1K | 0.05% | 348 |
|
|
2025
Q1 | $413K | Sell |
7,009
-447
| -6% | -$26.4K | 0.04% | 350 |
|
|
2024
Q4 | $369K | Sell |
7,456
-2,182
| -23% | -$108K | 0.04% | 388 |
|
|
2024
Q3 | $479K | Sell |
9,638
-7,976
| -45% | -$396K | 0.05% | 315 |
|
|
2024
Q2 | $774K | Sell |
17,614
-2,901
| -14% | -$127K | 0.09% | 209 |
|
|
2024
Q1 | $862K | Sell |
20,515
-1,696
| -8% | -$71.2K | 0.1% | 161 |
|
|
2023
Q4 | $867K | Buy |
22,211
+8,828
| +66% | +$345K | 0.1% | 188 |
|
|
2023
Q3 | $468K | Sell |
13,383
-1,194
| -8% | -$41.8K | 0.07% | 271 |
|
|
2023
Q2 | $530K | Sell |
14,577
-7,317
| -33% | -$266K | 0.07% | 278 |
|
|
2023
Q1 | $818K | Sell |
21,894
-972
| -4% | -$36.3K | 0.11% | 191 |
|
|
2022
Q4 | $791K | Sell |
22,866
-3,429
| -13% | -$119K | 0.12% | 191 |
|
|
2022
Q3 | $829K | Sell |
26,295
-1,177
| -4% | -$37.1K | 0.12% | 178 |
|
|
2022
Q2 | $943K | Sell |
27,472
-930
| -3% | -$31.9K | 0.12% | 172 |
|
|
2022
Q1 | $1.05M | Buy |
28,402
+651
| +2% | +$24K | 0.11% | 204 |
|
|
2021
Q4 | $966K | Buy |
27,751
+1,423
| +5% | +$49.5K | 0.09% | 230 |
|
|
2021
Q3 | $880K | Sell |
26,328
-2,349
| -8% | -$78.5K | 0.1% | 243 |
|
|
2021
Q2 | $967K | Buy |
28,677
+1,948
| +7% | +$65.7K | 0.11% | 207 |
|
|
2021
Q1 | $869K | Buy |
26,729
+5,429
| +25% | +$177K | 0.11% | 201 |
|
|
2020
Q4 | $772K | Buy |
21,300
+1,587
| +8% | +$57.5K | 0.11% | 200 |
|
|
2020
Q3 | $709K | Sell |
19,713
-1,690
| -8% | -$60.8K | 0.13% | 179 |
|
|
2020
Q2 | $727K | Buy |
21,403
+2,999
| +16% | +$102K | 0.14% | 158 |
|
|
2020
Q1 | $555K | Sell |
18,404
-10,657
| -37% | -$321K | 0.13% | 175 |
|
|
2019
Q4 | $843K | Sell |
29,061
-3,257
| -10% | -$94.5K | 0.15% | 163 |
|
|
2019
Q3 | $911K | Buy |
32,318
+349
| +1% | +$9.84K | 0.19% | 136 |
|
|
2019
Q2 | $863K | Buy |
31,969
+965
| +3% | +$26.1K | 0.2% | 128 |
|
|
2019
Q1 | $768K | Buy |
31,004
+643
| +2% | +$15.9K | 0.19% | 132 |
|
|
2018
Q4 | $746K | Buy |
30,361
+108
| +0.4% | +$2.65K | 0.22% | 112 |
|
|
2018
Q3 | $692K | Buy |
30,253
+1,047
| +4% | +$23.9K | 0.18% | 143 |
|
|
2018
Q2 | $702K | Buy |
29,206
+766
| +3% | +$18.4K | 0.2% | 132 |
|
|
2018
Q1 | $724K | Sell |
28,440
-112
| -0.4% | -$2.85K | 0.18% | 135 |
|
|
2017
Q4 | $714K | Sell |
28,552
-4,829
| -14% | -$121K | 0.18% | 137 |
|
|
2017
Q3 | $822K | Sell |
33,381
-585
| -2% | -$14.4K | 0.27% | 90 |
|
|
2017
Q2 | $811K | Sell |
33,966
-2,055
| -6% | -$49.1K | 0.26% | 89 |
|
|
2017
Q1 | $865K | Sell |
36,021
-2,730
| -7% | -$65.6K | 0.34% | 66 |
|
|
2016
Q4 | $859K | Hold |
38,751
| – | – | 0.41% | 52 |
|
|
2016
Q3 | $983K | Sell |
38,751
-3,824
| -9% | -$97K | 0.48% | 49 |
|
|
2016
Q2 | $1.09M | Sell |
42,575
-1,529
| -3% | -$39K | 0.58% | 38 |
|
|
2016
Q1 | $1.05M | Buy |
44,104
+732
| +2% | +$17.4K | 0.66% | 34 |
|
|
2015
Q4 | $887K | Buy |
+43,372
| New | +$887K | 0.58% | 42 |
|