Level Four Advisory Services’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 | $2.43M | Buy |
38,957
+28,500
| +273% | +$1.78M | 0.09% | 237 |
|
|
2025
Q1 | $617K | Buy |
10,457
+1,864
| +22% | +$110K | 0.03% | 458 |
|
|
2024
Q4 | $425K | Sell |
8,593
-973
| -10% | -$48.2K | 0.02% | 535 |
|
|
2024
Q3 | $496K | Sell |
9,566
-452
| -5% | -$23.4K | 0.02% | 511 |
|
|
2024
Q2 | $440K | Sell |
10,018
-511
| -5% | -$22.4K | 0.02% | 517 |
|
|
2024
Q1 | $411K | Hold |
10,529
| – | – | 0.02% | 527 |
|
|
2023
Q4 | $411K | Sell |
10,529
-1,168
| -10% | -$45.6K | 0.02% | 525 |
|
|
2023
Q3 | $409K | Buy |
11,697
+388
| +3% | +$13.6K | 0.03% | 504 |
|
|
2023
Q2 | $412K | Buy |
11,309
+5,251
| +87% | +$191K | 0.02% | 540 |
|
|
2023
Q1 | $226K | Buy |
6,058
+27
| +0.4% | +$1.01K | 0.01% | 657 |
|
|
2022
Q4 | $209K | Sell |
6,031
-789
| -12% | -$27.3K | 0.02% | 605 |
|
|
2022
Q3 | $215K | Buy |
6,820
+47
| +0.7% | +$1.48K | 0.02% | 488 |
|
|
2022
Q2 | $232K | Buy |
6,773
+284
| +4% | +$9.73K | 0.02% | 493 |
|
|
2022
Q1 | $239K | Hold |
6,489
| – | – | 0.02% | 560 |
|
|
2021
Q4 | $226K | Buy |
+6,489
| New | +$226K | 0.02% | 577 |
|
|
2021
Q2 | – | Sell |
-5,384
| Closed | -$175K | – | 656 |
|
|
2021
Q1 | $175K | Buy |
5,384
+127
| +2% | +$4.13K | 0.01% | 615 |
|
|
2020
Q4 | $191K | Sell |
5,257
-32
| -0.6% | -$1.16K | 0.02% | 570 |
|
|
2020
Q3 | $190K | Sell |
5,289
-6,324
| -54% | -$227K | 0.01% | 520 |
|
|
2020
Q2 | $396K | Buy |
11,613
+1,345
| +13% | +$45.9K | 0.03% | 413 |
|
|
2020
Q1 | $312K | Buy |
+10,268
| New | +$312K | 0.04% | 385 |
|
|
2017
Q4 | – | Sell |
-6,335
| Closed | -$156K | – | 547 |
|
|
2017
Q3 | $156K | Sell |
6,335
-32,718
| -84% | -$806K | 0.01% | 492 |
|
|
2017
Q2 | $945K | Sell |
39,053
-615
| -2% | -$14.9K | 0.15% | 153 |
|
|
2017
Q1 | $960K | Buy |
39,668
+20,527
| +107% | +$497K | 0.1% | 208 |
|
|
2016
Q4 | $424K | Buy |
+19,141
| New | +$424K | 0.05% | 306 |
|