LSAG
Lake Street Advisors Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Sell |
21,270
-2,216
| -9% | -$110K | 0.05% | 219 |
|
|
2024
Q3 | $1.17M | Sell |
23,486
-597
| -2% | -$29.7K | 0.05% | 195 |
|
|
2024
Q2 | $1.06M | Buy |
24,083
+1,216
| +5% | +$53.4K | 0.05% | 207 |
|
|
2024
Q1 | $961K | Hold |
22,867
| – | – | 0.04% | 237 |
|
|
2023
Q4 | $892K | Sell |
22,867
-34
| -0.1% | -$1.33K | 0.04% | 235 |
|
|
2023
Q3 | $801K | Buy |
22,901
+5
| +0% | +$175 | 0.05% | 178 |
|
|
2023
Q2 | $833K | Sell |
22,896
-6,799
| -23% | -$247K | 0.05% | 181 |
|
|
2023
Q1 | $1.11M | Sell |
29,695
-829,188
| -97% | -$31M | 0.07% | 155 |
|
|
2022
Q4 | $29.7M | Hold |
858,883
| – | – | 1.96% | 16 |
|
|
2022
Q3 | $27.1M | Sell |
858,883
-13,459
| -2% | -$424K | 1.96% | 17 |
|
|
2022
Q2 | $29.9M | Buy |
872,342
+20,395
| +2% | +$700K | 2.13% | 15 |
|
|
2022
Q1 | $31.4M | Hold |
851,947
| – | – | 2% | 15 |
|
|
2021
Q4 | $29.7M | Sell |
851,947
-350,573
| -29% | -$12.2M | 1.87% | 15 |
|
|
2021
Q3 | $40.2M | Buy |
+1,202,520
| New | +$40.2M | 4.3% | 7 |
|
|
2019
Q4 | – | Sell |
-12,769
| Closed | -$180K | – | 257 |
|
|
2019
Q3 | $180K | Sell |
12,769
-496
| -4% | -$6.99K | 0.02% | 215 |
|
|
2019
Q2 | $179K | Sell |
13,265
-34,711
| -72% | -$468K | 0.02% | 217 |
|
|
2019
Q1 | $594K | Sell |
47,976
-11
| -0% | -$136 | 0.06% | 90 |
|
|
2018
Q4 | $590K | Sell |
47,987
-295
| -0.6% | -$3.63K | 0.07% | 80 |
|
|
2018
Q3 | $552K | Sell |
48,282
-41,548
| -46% | -$475K | 0.06% | 86 |
|
|
2018
Q2 | $1.08M | Sell |
89,830
-439,565
| -83% | -$5.28M | 0.11% | 71 |
|
|
2018
Q1 | $6.74M | Sell |
529,395
-400,124
| -43% | -$5.09M | 0.76% | 19 |
|
|
2017
Q4 | $11.6M | Buy |
+929,519
| New | +$11.6M | 1.31% | 17 |
|