Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $110K | Sell |
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|
2021
Q1 | $135K | Buy |
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|
2020
Q4 | $67K | Sell |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $43K | Sell |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $45K | Buy |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q2 | $39K | Sell |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q4 | $38K | Buy |
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