LPL Financial’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
$680M Sell
10,900,901
-281,941
-3% -$17.6M 0.23% 97
2025
Q1
$659M Buy
11,182,842
+2,552,405
+30% +$150M 0.26% 87
2024
Q4
$427M Buy
8,630,437
+2,253,090
+35% +$112M 0.17% 118
2024
Q3
$317M Buy
6,377,347
+17,985
+0.3% +$894K 0.14% 137
2024
Q2
$279M Sell
6,359,362
-699,649
-10% -$30.7M 0.14% 139
2024
Q1
$297M Buy
7,059,011
+89,671
+1% +$3.77M 0.16% 123
2023
Q4
$272M Buy
6,969,340
+49,192
+0.7% +$1.92M 0.16% 120
2023
Q3
$242M Sell
6,920,148
-101,670
-1% -$3.56M 0.17% 117
2023
Q2
$256M Buy
7,021,818
+299,765
+4% +$10.9M 0.18% 111
2023
Q1
$251M Sell
6,722,053
-122,580
-2% -$4.58M 0.2% 105
2022
Q4
$237M Sell
6,844,633
-79,541
-1% -$2.75M 0.2% 106
2022
Q3
$218M Buy
6,924,174
+548,051
+9% +$17.3M 0.21% 100
2022
Q2
$219M Buy
+6,376,123
New +$219M 0.21% 99
2022
Q1
Sell
-5,985,268
Closed -$208M 4276
2021
Q4
$208M Buy
5,985,268
+147,279
+3% +$5.13M 0.17% 109
2021
Q3
$195M Buy
5,837,989
+382,328
+7% +$12.8M 0.18% 109
2021
Q2
$184M Buy
5,455,661
+90,841
+2% +$3.06M 0.19% 107
2021
Q1
$174M Buy
5,364,820
+509,782
+11% +$16.6M 0.2% 105
2020
Q4
$176M Buy
4,855,038
+711,907
+17% +$25.8M 0.23% 89
2020
Q3
$149M Buy
4,143,131
+577,451
+16% +$20.8M 0.23% 85
2020
Q2
$121M Buy
3,565,680
+308,337
+9% +$10.5M 0.21% 96
2020
Q1
$98.2M Buy
3,257,343
+1,088,682
+50% +$32.8M 0.21% 90
2019
Q4
$62.9M Sell
2,168,661
-311,140
-13% -$9.02M 0.11% 163
2019
Q3
$69.9M Buy
2,479,801
+644,594
+35% +$18.2M 0.14% 129
2019
Q2
$49.6M Buy
1,835,207
+281,494
+18% +$7.6M 0.11% 177
2019
Q1
$38.5M Buy
1,553,713
+45,382
+3% +$1.12M 0.09% 204
2018
Q4
$37.1M Buy
1,508,331
+28,914
+2% +$711K 0.1% 185
2018
Q3
$33.8M Sell
1,479,417
-34,633
-2% -$792K 0.08% 211
2018
Q2
$36.4M Sell
1,514,050
-148,143
-9% -$3.56M 0.1% 182
2018
Q1
$42.3M Buy
1,662,193
+116,708
+8% +$2.97M 0.12% 159
2017
Q4
$38.7M Buy
1,545,485
+67,699
+5% +$1.69M 0.12% 159
2017
Q3
$36.4M Buy
1,477,786
+18,687
+1% +$460K 0.13% 147
2017
Q2
$34.8M Buy
1,459,099
+941,661
+182% +$22.5M 0.13% 145
2017
Q1
$12.5M Buy
+517,438
New +$12.5M 0.09% 203
2016
Q2
Sell
-6,045,564
Closed -$144M 2782
2016
Q1
$144M Buy
6,045,564
+4,862,396
+411% +$116M 0.4% 49
2015
Q4
$24.6M Buy
1,183,168
+290,649
+33% +$6.05M 0.07% 235
2015
Q3
$19.6M Sell
892,519
-2,148,402
-71% -$47.1M 0.11% 174
2015
Q2
$68.7M Sell
3,040,921
-6,880
-0.2% -$155K 0.35% 66
2015
Q1
$71M Buy
3,047,801
+2,136,039
+234% +$49.8M 0.36% 54
2014
Q4
$20.9M Sell
911,762
-57,863
-6% -$1.32M 0.11% 172
2014
Q3
$22.8M Sell
969,625
-65,153
-6% -$1.53M 0.14% 154
2014
Q2
$26.7M Buy
1,034,778
+29,313
+3% +$755K 0.16% 138
2014
Q1
$25M Sell
1,005,465
-57,605
-5% -$1.43M 0.15% 140
2013
Q4
$24.8M Sell
1,063,070
-139,343
-12% -$3.26M 0.16% 138
2013
Q3
$29.7M Sell
1,202,413
-87,528
-7% -$2.16M 0.2% 102
2013
Q2
$30.9M Buy
+1,289,941
New +$30.9M 0.22% 88