Lowe Wealth 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 | $10.4M | Buy |
167,487
+262
| +0.2% | +$16.3K | 4.08% | 6 |
|
|
2025
Q1 | $9.86M | Sell |
167,225
-1,179
| -0.7% | -$69.5K | 4.19% | 7 |
|
|
2024
Q4 | $8.34M | Buy |
168,404
+328
| +0.2% | +$16.2K | 3.55% | 8 |
|
|
2024
Q3 | $8.35M | Buy |
168,076
+1,110
| +0.7% | +$55.2K | 3.6% | 9 |
|
|
2024
Q2 | $7.33M | Buy |
166,966
+587
| +0.4% | +$25.8K | 3.34% | 8 |
|
|
2024
Q1 | $6.99M | Sell |
166,379
-262
| -0.2% | -$11K | 3.26% | 8 |
|
|
2023
Q4 | $6.5M | Sell |
166,641
-4,023
| -2% | -$157K | 3.22% | 9 |
|
|
2023
Q3 | $5.97M | Sell |
170,664
-88,087
| -34% | -$3.08M | 3.18% | 8 |
|
|
2023
Q2 | $9.42M | Sell |
258,751
-5,562
| -2% | -$202K | 4.78% | 7 |
|
|
2023
Q1 | $9.88M | Sell |
264,313
-5,536
| -2% | -$207K | 5.32% | 6 |
|
|
2022
Q4 | $9.33M | Sell |
269,849
-23,201
| -8% | -$803K | 5.16% | 7 |
|
|
2022
Q3 | $9.24M | Sell |
293,050
-153,918
| -34% | -$4.85M | 5.44% | 7 |
|
|
2022
Q2 | $15.3M | Sell |
446,968
-1,576
| -0.4% | -$54.1K | 8.37% | 4 |
|
|
2022
Q1 | $16.5M | Buy |
448,544
+7,383
| +2% | +$272K | 7.47% | 4 |
|
|
2021
Q4 | $15.4M | Buy |
441,161
+6,397
| +1% | +$223K | 6.76% | 4 |
|
|
2021
Q3 | $14.5M | Buy |
434,764
+4,678
| +1% | +$156K | 6.89% | 4 |
|
|
2021
Q2 | $14.5M | Sell |
430,086
-5,612
| -1% | -$189K | 6.94% | 4 |
|
|
2021
Q1 | $14.2M | Buy |
435,698
+5,007
| +1% | +$163K | 7.13% | 4 |
|
|
2020
Q4 | $15.6M | Buy |
430,691
+15,732
| +4% | +$570K | 7.93% | 4 |
|
|
2020
Q3 | $14.9M | Buy |
414,959
+16,008
| +4% | +$576K | 8.29% | 4 |
|
|
2020
Q2 | $13.6M | Buy |
398,951
+24,167
| +6% | +$821K | 7.99% | 4 |
|
|
2020
Q1 | $11.3M | Buy |
374,784
+10,303
| +3% | +$311K | 7.95% | 4 |
|
|
2019
Q4 | $10.6M | Buy |
364,481
+15,031
| +4% | +$436K | 5.87% | 4 |
|
|
2019
Q3 | $9.85M | Buy |
349,450
+4,550
| +1% | +$128K | 5.89% | 4 |
|
|
2019
Q2 | $9.31M | Buy |
344,900
+5,897
| +2% | +$159K | 5.59% | 4 |
|
|
2019
Q1 | $8.39M | Buy |
339,003
+5,067
| +2% | +$125K | 5.08% | 5 |
|
|
2018
Q4 | $8.21M | Buy |
333,936
+8,505
| +3% | +$209K | 5.61% | 5 |
|
|
2018
Q3 | $7.44M | Buy |
325,431
+4,205
| +1% | +$96.1K | 4.4% | 5 |
|
|
2018
Q2 | $7.72M | Buy |
321,226
+3,644
| +1% | +$87.6K | 4.79% | 5 |
|
|
2018
Q1 | $8.09M | Buy |
317,582
+17,482
| +6% | +$445K | 5.07% | 5 |
|
|
2017
Q4 | $7.51M | Buy |
300,100
+2,955
| +1% | +$73.9K | 4.57% | 5 |
|
|
2017
Q3 | $7.32M | Buy |
297,145
+1,203
| +0.4% | +$29.6K | 4.57% | 5 |
|
|
2017
Q2 | $7.07M | Buy |
295,942
+3,062
| +1% | +$73.1K | 4.51% | 5 |
|
|
2017
Q1 | $7.04M | Sell |
292,880
-675
| -0.2% | -$16.2K | 4.63% | 5 |
|
|
2016
Q4 | $6.51M | Buy |
293,555
+89,890
| +44% | +$1.99M | 4.45% | 6 |
|
|
2016
Q3 | $5.17M | Buy |
203,665
+32,089
| +19% | +$814K | 3.5% | 11 |
|
|
2016
Q2 | $4.38M | Buy |
171,576
+7,288
| +4% | +$186K | 2.94% | 11 |
|
|
2016
Q1 | $3.9M | Buy |
164,288
+11,917
| +8% | +$283K | 2.68% | 11 |
|
|
2015
Q4 | $3.12M | Buy |
152,371
+6,305
| +4% | +$129K | 2.12% | 12 |
|
|
2015
Q3 | $3.15M | Buy |
146,066
+1,320
| +0.9% | +$28.5K | 2.38% | 11 |
|
|
2015
Q2 | $3.28M | Buy |
144,746
+1,793
| +1% | +$40.7K | 2.22% | 13 |
|
|
2015
Q1 | $3.27M | Buy |
142,953
+135,263
| +1,759% | +$3.1M | 2.23% | 13 |
|
|
2014
Q4 | $176K | Buy |
+7,690
| New | +$176K | 0.13% | 28 |
|