MainStreet Investment 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 | $1.86M | Buy |
29,861
+575
| +2% | +$35.9K | 0.26% | 81 |
|
2025
Q1 | $1.73M | Buy |
29,286
+650
| +2% | +$38.3K | 0.25% | 78 |
|
2024
Q4 | $1.42M | Sell |
28,636
-815
| -3% | -$40.4K | 0.2% | 85 |
|
2024
Q3 | $1.46M | Sell |
29,451
-15,487
| -34% | -$770K | 0.19% | 85 |
|
2024
Q2 | $1.97M | Sell |
44,938
-7,546
| -14% | -$331K | 0.24% | 76 |
|
2024
Q1 | $2.2M | Hold |
52,484
| – | – | 0.26% | 75 |
|
2023
Q4 | $2.05M | Sell |
52,484
-59,125
| -53% | -$2.31M | 0.23% | 77 |
|
2023
Q3 | $3.91M | Sell |
111,609
-44,236
| -28% | -$1.55M | 0.46% | 55 |
|
2023
Q2 | $5.67M | Sell |
155,845
-74,653
| -32% | -$2.72M | 0.62% | 42 |
|
2023
Q1 | $8.61M | Sell |
230,498
-3,363
| -1% | -$126K | 0.93% | 27 |
|
2022
Q4 | $8.09M | Sell |
233,861
-153,679
| -40% | -$5.32M | 0.9% | 31 |
|
2022
Q3 | $12.2M | Hold |
387,540
| – | – | 1.49% | 17 |
|
2022
Q2 | $13.3M | Sell |
387,540
-124,468
| -24% | -$4.27M | 1.53% | 16 |
|
2022
Q1 | $18.9M | Sell |
512,008
-88,472
| -15% | -$3.26M | 1.76% | 13 |
|
2021
Q4 | $20.9M | Buy |
+600,480
| New | +$20.9M | 1.82% | 10 |
|
2021
Q3 | – | Sell |
-763,340
| Closed | -$25.7M | – | 185 |
|
2021
Q2 | $25.7M | Sell |
763,340
-69,358
| -8% | -$2.34M | 2.19% | 8 |
|
2021
Q1 | $27.1M | Sell |
832,698
-57,280
| -6% | -$1.86M | 2.26% | 8 |
|
2020
Q4 | $32.3M | Buy |
+889,978
| New | +$32.3M | 2.57% | 8 |
|