Laurel Wealth Advisors (North Carolina)’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 | $125K | Buy |
7,795
+7,670
| +6,136% | +$123K | ﹤0.01% | 477 |
|
|
2025
Q1 | $7.37K | Hold |
125
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $6.19K | Hold |
125
| – | – | ﹤0.01% | 528 |
|
|
2024
Q3 | $6.21K | Hold |
125
| – | – | ﹤0.01% | 492 |
|
|
2024
Q2 | $5.49K | Sell |
125
-10
| -7% | -$439 | ﹤0.01% | 472 |
|
|
2024
Q1 | $5.67K | Sell |
135
-627
| -82% | -$26.3K | ﹤0.01% | 474 |
|
|
2023
Q4 | $29.7K | Hold |
762
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $26.7K | Hold |
762
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $27.7K | Hold |
762
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $28.5K | Buy |
762
+10
| +1% | +$374 | 0.01% | 332 |
|
|
2022
Q4 | $26K | Hold |
752
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $24K | Hold |
752
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $26K | Hold |
752
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $28K | Sell |
752
-20
| -3% | -$745 | 0.01% | 316 |
|
|
2021
Q4 | $27K | Hold |
772
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $26K | Sell |
772
-2,705
| -78% | -$91.1K | 0.01% | 316 |
|
|
2021
Q2 | $117K | Buy |
3,477
+1,800
| +107% | +$60.6K | 0.03% | 205 |
|
|
2021
Q1 | $55K | Buy |
1,677
+902
| +116% | +$29.6K | 0.01% | 260 |
|
|
2020
Q4 | $28K | Sell |
775
-125
| -14% | -$4.52K | 0.01% | 309 |
|
|
2020
Q3 | $32K | Hold |
900
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $31K | Buy |
900
+650
| +260% | +$22.4K | 0.01% | 269 |
|
|
2020
Q1 | $8K | Sell |
250
-209
| -46% | -$6.69K | ﹤0.01% | 381 |
|
|
2019
Q4 | $13K | Buy |
+459
| New | +$13K | ﹤0.01% | 365 |
|