Moneta Group 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 | $590K | Sell |
9,465
-1,684
| -15% | -$105K | 0.01% | 402 |
|
|
2025
Q1 | $657K | Buy |
11,149
+1,330
| +14% | +$78.4K | 0.01% | 355 |
|
|
2024
Q4 | $486K | Buy |
9,819
+1,062
| +12% | +$52.6K | 0.01% | 418 |
|
|
2024
Q3 | $435K | Buy |
8,757
+1,810
| +26% | +$90K | 0.01% | 438 |
|
|
2024
Q2 | $305K | Buy |
6,947
+909
| +15% | +$39.9K | ﹤0.01% | 477 |
|
|
2024
Q1 | $254K | Sell |
6,038
-6,942
| -53% | -$292K | ﹤0.01% | 529 |
|
|
2023
Q4 | $507K | Buy |
12,980
+6,003
| +86% | +$234K | 0.01% | 338 |
|
|
2023
Q3 | $244K | Sell |
6,977
-2,426
| -26% | -$84.9K | 0.01% | 445 |
|
|
2023
Q2 | $342K | Sell |
9,403
-9,131
| -49% | -$332K | 0.01% | 406 |
|
|
2023
Q1 | $693K | Sell |
18,534
-12,509
| -40% | -$467K | 0.02% | 263 |
|
|
2022
Q4 | $1.13M | Buy |
31,043
+24,034
| +343% | +$877K | 0.03% | 193 |
|
|
2022
Q3 | $221K | Buy |
7,009
+568
| +9% | +$17.9K | 0.01% | 397 |
|
|
2022
Q2 | $221K | Buy |
6,441
+875
| +16% | +$30K | 0.01% | 429 |
|
|
2022
Q1 | $205K | Sell |
5,566
-1,185
| -18% | -$43.6K | 0.01% | 426 |
|
|
2021
Q4 | $235K | Sell |
6,751
-133
| -2% | -$4.63K | 0.01% | 426 |
|
|
2021
Q3 | $230K | Buy |
+6,884
| New | +$230K | 0.01% | 408 |
|
|
2020
Q3 | – | Sell |
-5,180
| Closed | -$176K | – | 279 |
|
|
2020
Q2 | $176K | Sell |
5,180
-19,903
| -79% | -$676K | 0.02% | 243 |
|
|
2020
Q1 | $756K | Buy |
+25,083
| New | +$756K | 0.08% | 125 |
|
|
2018
Q3 | – | Sell |
-1,204
| Closed | -$29K | – | 296 |
|
|
2018
Q2 | $29K | Buy |
+1,204
| New | +$29K | ﹤0.01% | 341 |
|