Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $961K | Hold |
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|
2023
Q4 | $892K | Sell |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $833K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $29.7M | Hold |
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|
2022
Q3 | $27.1M | Sell |
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|
2022
Q2 | $29.9M | Buy |
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|
2022
Q1 | $31.4M | Hold |
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|
2021
Q4 | $29.7M | Sell |
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|
2021
Q3 | $40.2M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $180K | Sell |
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|
2019
Q2 | $179K | Sell |
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|
2019
Q1 | $594K | Sell |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $552K | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $6.74M | Sell |
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|
2017
Q4 | $11.6M | Buy |
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