Lido 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 | $6.48M | Sell |
103,889
-11,622
| -10% | -$725K | 0.03% | 301 |
|
|
2025
Q1 | $6.81M | Buy |
115,511
+4,277
| +4% | +$252K | 0.03% | 283 |
|
|
2024
Q4 | $5.51M | Sell |
111,234
-1,866
| -2% | -$92.4K | 0.03% | 295 |
|
|
2024
Q3 | $5.62M | Sell |
113,100
-75
| -0.1% | -$3.73K | 0.03% | 274 |
|
|
2024
Q2 | $4.97M | Buy |
113,175
+11,747
| +12% | +$516K | 0.03% | 273 |
|
|
2024
Q1 | $4.26M | Buy |
101,428
+2,446
| +2% | +$103K | 0.03% | 288 |
|
|
2023
Q4 | $3.86M | Sell |
98,982
-4,692
| -5% | -$183K | 0.03% | 282 |
|
|
2023
Q3 | $3.63M | Sell |
103,674
-5,336
| -5% | -$187K | 0.03% | 272 |
|
|
2023
Q2 | $3.97M | Buy |
109,010
+33,081
| +44% | +$1.2M | 0.03% | 240 |
|
|
2023
Q1 | $2.84M | Buy |
75,929
+10,861
| +17% | +$406K | 0.03% | 266 |
|
|
2022
Q4 | $2.25M | Sell |
65,068
-5,421
| -8% | -$188K | 0.03% | 259 |
|
|
2022
Q3 | $2.22M | Buy |
70,489
+7,411
| +12% | +$234K | 0.03% | 227 |
|
|
2022
Q2 | $2.16M | Sell |
63,078
-5,489
| -8% | -$188K | 0.03% | 206 |
|
|
2022
Q1 | $2.53M | Buy |
68,567
+17,169
| +33% | +$632K | 0.03% | 209 |
|
|
2021
Q4 | $1.79M | Buy |
51,398
+145
| +0.3% | +$5.05K | 0.02% | 271 |
|
|
2021
Q3 | $1.71M | Buy |
51,253
+44,840
| +699% | +$1.5M | 0.02% | 261 |
|
|
2021
Q2 | $216K | Buy |
+6,413
| New | +$216K | ﹤0.01% | 734 |
|
|
2019
Q4 | – | Sell |
-5,865
| Closed | -$165K | – | 602 |
|
|
2019
Q3 | $165K | Sell |
5,865
-1,032
| -15% | -$29K | 0.01% | 496 |
|
|
2019
Q2 | $186K | Buy |
6,897
+1,476
| +27% | +$39.8K | 0.01% | 473 |
|
|
2019
Q1 | $134K | Hold |
5,421
| – | – | 0.01% | 468 |
|
|
2018
Q4 | $133K | Hold |
5,421
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $123K | Hold |
5,421
| – | – | 0.01% | 414 |
|
|
2018
Q2 | $130K | Buy |
5,421
+111
| +2% | +$2.66K | 0.01% | 391 |
|
|
2018
Q1 | $135K | Buy |
+5,310
| New | +$135K | 0.02% | 371 |
|
|
2017
Q3 | – | Sell |
-5,310
| Closed | -$127K | – | 298 |
|
|
2017
Q2 | $127K | Hold |
5,310
| – | – | 0.03% | 257 |
|
|
2017
Q1 | $125K | Hold |
5,310
| – | – | 0.03% | 224 |
|
|
2016
Q4 | $118K | Hold |
5,310
| – | – | 0.03% | 208 |
|
|
2016
Q3 | $135K | Hold |
5,310
| – | – | 0.04% | 142 |
|
|
2016
Q2 | $135K | Hold |
5,310
| – | – | 0.04% | 148 |
|
|
2016
Q1 | $126K | Buy |
+5,310
| New | +$126K | 0.04% | 137 |
|