LaSalle St. Investment 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 | $3.7M | Buy |
59,296
+2,796
| +5% | +$174K | 1.01% | 16 |
|
|
2025
Q1 | $3.33M | Buy |
56,500
+36,734
| +186% | +$2.17M | 0.78% | 21 |
|
|
2024
Q4 | $978K | Buy |
19,766
+11,907
| +152% | +$589K | 0.3% | 62 |
|
|
2024
Q3 | $390K | Buy |
7,859
+2,394
| +44% | +$119K | 0.15% | 118 |
|
|
2024
Q2 | $240K | Buy |
5,465
+236
| +5% | +$10.4K | 0.12% | 139 |
|
|
2024
Q1 | $219K | Sell |
5,229
-16
| -0.3% | -$670 | 0.12% | 127 |
|
|
2023
Q4 | $2.05M | Sell |
5,245
-4,797
| -48% | -$1.87M | 0.14% | 116 |
|
|
2023
Q3 | $351K | Sell |
10,042
-5,224
| -34% | -$183K | 0.17% | 75 |
|
|
2023
Q2 | $555K | Sell |
15,266
-26,279
| -63% | -$955K | 0.25% | 53 |
|
|
2023
Q1 | $1.55M | Sell |
41,545
-25,123
| -38% | -$939K | 0.69% | 27 |
|
|
2022
Q4 | $2.31M | Buy |
+66,668
| New | +$2.31M | 1.09% | 22 |
|