Leonard Rickey 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 | $15.7M | Sell |
252,446
-10,647
| -4% | -$664K | 3.14% | 12 |
|
|
2025
Q1 | $15.9M | Buy |
263,093
+10,905
| +4% | +$661K | 3.44% | 11 |
|
|
2024
Q4 | $12.5M | Buy |
252,188
+7,772
| +3% | +$385K | 2.88% | 13 |
|
|
2024
Q3 | $12.1M | Buy |
244,416
+40
| +0% | +$1.99K | 2.76% | 13 |
|
|
2024
Q2 | $10.7M | Buy |
244,376
+4,293
| +2% | +$189K | 2.57% | 13 |
|
|
2024
Q1 | $10.1M | Buy |
240,083
+156,790
| +188% | +$6.59M | 2.61% | 14 |
|
|
2023
Q4 | $3.25M | Buy |
83,293
+4,442
| +6% | +$173K | 0.96% | 18 |
|
|
2023
Q3 | $2.76M | Sell |
78,851
-50,952
| -39% | -$1.78M | 0.9% | 18 |
|
|
2023
Q2 | $4.72M | Buy |
129,803
+1,970
| +2% | +$71.7K | 1.78% | 12 |
|
|
2023
Q1 | $4.78M | Buy |
127,833
+121,681
| +1,978% | +$4.55M | 1.86% | 11 |
|
|
2022
Q4 | $213K | Buy |
+6,152
| New | +$213K | 0.09% | 60 |
|
|
2022
Q3 | – | Sell |
-6,243
| Closed | -$214K | – | 63 |
|
|
2022
Q2 | $214K | Buy |
6,243
+20
| +0.3% | +$686 | 0.09% | 61 |
|
|
2022
Q1 | $229K | Buy |
+6,223
| New | +$229K | 0.09% | 65 |
|
|
2021
Q3 | – | Sell |
-5,917
| Closed | -$204K | – | 73 |
|
|
2021
Q2 | $204K | Buy |
+5,917
| New | +$204K | 0.09% | 70 |
|
|
2021
Q1 | – | Sell |
-5,011
| Closed | -$182K | – | 67 |
|
|
2020
Q4 | $182K | Sell |
5,011
-1,083
| -18% | -$39.3K | 0.08% | 63 |
|
|
2020
Q3 | $219K | Sell |
6,094
-1,844
| -23% | -$66.3K | 0.14% | 54 |
|
|
2020
Q2 | $270K | Buy |
7,938
+1,964
| +33% | +$66.8K | 0.18% | 50 |
|
|
2020
Q1 | $180K | Buy |
+5,974
| New | +$180K | 0.14% | 62 |
|