Legend Financial 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 | $13.7M | Sell |
219,061
-19,989
| -8% | -$1.25M | 9.08% | 2 |
|
|
2025
Q1 | $14.1M | Sell |
239,050
-30,403
| -11% | -$1.79M | 10.35% | 1 |
|
|
2024
Q4 | $13.3M | Sell |
269,453
-8,762
| -3% | -$434K | 9.41% | 2 |
|
|
2024
Q3 | $13.8M | Sell |
278,215
-3,400
| -1% | -$169K | 9.55% | 1 |
|
|
2024
Q2 | $12.4M | Sell |
281,615
-9,250
| -3% | -$406K | 8.78% | 4 |
|
|
2024
Q1 | $12.2M | Buy |
290,865
+1,785
| +0.6% | +$75K | 8.85% | 3 |
|
|
2023
Q4 | $11.3M | Sell |
289,080
-8,217
| -3% | -$321K | 9.07% | 2 |
|
|
2023
Q3 | $10.4M | Buy |
297,297
+324
| +0.1% | +$11.3K | 8.88% | 1 |
|
|
2023
Q2 | $10.8M | Sell |
296,973
-16,698
| -5% | -$608K | 9.02% | 1 |
|
|
2023
Q1 | $11.7M | Sell |
313,671
-7,410
| -2% | -$277K | 9.85% | 1 |
|
|
2022
Q4 | $11.1M | Sell |
321,081
-2,941
| -0.9% | -$102K | 9.71% | 1 |
|
|
2022
Q3 | $10.2M | Sell |
324,022
-10,321
| -3% | -$325K | 9.6% | 1 |
|
|
2022
Q2 | $11.5M | Sell |
334,343
-317,255
| -49% | -$10.9M | 11.85% | 1 |
|
|
2022
Q1 | $21.8M | Buy |
651,598
+352,629
| +118% | +$11.8M | 13.83% | 1 |
|
|
2021
Q4 | $10.4M | Sell |
298,969
-352,629
| -54% | -$12.3M | 7.26% | 4 |
|
|
2021
Q3 | $21.8M | Buy |
651,598
+38,178
| +6% | +$1.28M | 13.83% | 1 |
|
|
2021
Q2 | $20.7M | Buy |
613,420
+564,403
| +1,151% | +$19M | 13.31% | 1 |
|
|
2021
Q1 | $1.59M | Sell |
49,017
-495,686
| -91% | -$16.1M | 12.1% | 1 |
|
|
2020
Q4 | $19.8M | Sell |
544,703
-54,691
| -9% | -$1.98M | 16% | 2 |
|
|
2020
Q3 | $21.6M | Buy |
599,394
+2,976
| +0.5% | +$107K | 17.06% | 1 |
|
|
2020
Q2 | $20.3M | Buy |
596,418
+202,358
| +51% | +$6.88M | 12.75% | 3 |
|
|
2020
Q1 | $11.9M | Buy |
394,060
+126,231
| +47% | +$3.8M | 10.66% | 5 |
|
|
2019
Q4 | $7.77M | Sell |
267,829
-7,684
| -3% | -$223K | 6.63% | 8 |
|
|
2019
Q3 | $7.77M | Buy |
275,513
+5,601
| +2% | +$158K | 6.6% | 8 |
|
|
2019
Q2 | $7.29M | Sell |
269,912
-5,631
| -2% | -$152K | 6.42% | 8 |
|
|
2019
Q1 | $6.82M | Buy |
+275,543
| New | +$6.82M | 7.49% | 5 |
|