Lowe Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Sell |
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|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $9.86M | Sell |
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|
2024
Q4 | $8.34M | Buy |
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|
2024
Q3 | $8.35M | Buy |
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|
2024
Q2 | $7.33M | Buy |
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|
2024
Q1 | $6.99M | Sell |
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|
2023
Q4 | $6.5M | Sell |
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|
2023
Q3 | $5.97M | Sell |
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|
2023
Q2 | $9.42M | Sell |
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|
2023
Q1 | $9.88M | Sell |
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|
2022
Q4 | $9.33M | Sell |
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|
2022
Q3 | $9.24M | Sell |
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|
2022
Q2 | $15.3M | Sell |
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|
2022
Q1 | $16.5M | Buy |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $14.5M | Sell |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $15.6M | Buy |
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|
2020
Q3 | $14.9M | Buy |
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|
2020
Q2 | $13.6M | Buy |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $10.6M | Buy |
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|
2019
Q3 | $9.85M | Buy |
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|
2019
Q2 | $9.31M | Buy |
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|
2019
Q1 | $8.39M | Buy |
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|
2018
Q4 | $8.21M | Buy |
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|
2018
Q3 | $7.44M | Buy |
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|
2018
Q2 | $7.72M | Buy |
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|
2018
Q1 | $8.09M | Buy |
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|
2017
Q4 | $7.51M | Buy |
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|
2017
Q3 | $7.32M | Buy |
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|
2017
Q2 | $7.07M | Buy |
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|
2017
Q1 | $7.04M | Sell |
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|
2016
Q4 | $6.5M | Buy |
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|
2016
Q3 | $5.17M | Buy |
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|
2016
Q2 | $4.38M | Buy |
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|
2016
Q1 | $3.9M | Buy |
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|
2015
Q4 | $3.12M | Buy |
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|
2015
Q3 | $3.15M | Buy |
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|
2015
Q2 | $3.28M | Buy |
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|
2015
Q1 | $3.27M | Buy |
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|
2014
Q4 | $176K | Buy |
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