Nadler Financial Group’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 | $3.81M | Sell |
61,176
-17,490
| -22% | -$1.09M | 0.39% | 30 |
|
|
2025
Q1 | $4.64M | Buy |
78,666
+6,062
| +8% | +$357K | 0.51% | 28 |
|
|
2024
Q4 | $3.59M | Buy |
72,604
+15,365
| +27% | +$761K | 0.38% | 32 |
|
|
2024
Q3 | $2.84M | Buy |
57,239
+600
| +1% | +$29.8K | 0.31% | 32 |
|
|
2024
Q2 | $2.49M | Buy |
56,639
+5,327
| +10% | +$234K | 0.29% | 33 |
|
|
2024
Q1 | $2.16M | Sell |
51,312
-2,072
| -4% | -$87K | 0.27% | 33 |
|
|
2023
Q4 | $2.08M | Sell |
53,384
-9,303
| -15% | -$363K | 0.28% | 32 |
|
|
2023
Q3 | $2.19M | Buy |
62,687
+5,365
| +9% | +$188K | 0.33% | 33 |
|
|
2023
Q2 | $2.09M | Sell |
57,322
-1,722
| -3% | -$62.7K | 0.3% | 33 |
|
|
2023
Q1 | $2.21M | Sell |
59,044
-8,445
| -13% | -$316K | 0.35% | 32 |
|
|
2022
Q4 | $2.33M | Sell |
67,489
-1,596,149
| -96% | -$55.2M | 0.41% | 30 |
|
|
2022
Q3 | $52.5M | Sell |
1,663,638
-127,930
| -7% | -$4.03M | 9.98% | 1 |
|
|
2022
Q2 | $61.5M | Buy |
1,791,568
+12,178
| +0.7% | +$418K | 11.31% | 1 |
|
|
2022
Q1 | $65.5M | Buy |
1,779,390
+4,233
| +0.2% | +$156K | 10.27% | 1 |
|
|
2021
Q4 | $61.8M | Buy |
1,775,157
+14,826
| +0.8% | +$516K | 9.13% | 1 |
|
|
2021
Q3 | $58.8M | Buy |
1,760,331
+34,979
| +2% | +$1.17M | 9.6% | 1 |
|
|
2021
Q2 | $58.2M | Buy |
1,725,352
+12,186
| +0.7% | +$411K | 9.52% | 1 |
|
|
2021
Q1 | $55.7M | Buy |
1,713,166
+66,104
| +4% | +$2.15M | 9.96% | 1 |
|
|
2020
Q4 | $59.7M | Buy |
1,647,062
+73,524
| +5% | +$2.67M | 11.41% | 1 |
|
|
2020
Q3 | $56.6M | Buy |
1,573,538
+135,261
| +9% | +$4.87M | 12.55% | 1 |
|
|
2020
Q2 | $48.9M | Buy |
1,438,277
+19,928
| +1% | +$677K | 12.21% | 1 |
|
|
2020
Q1 | $42.7M | Buy |
1,418,349
+22,258
| +2% | +$671K | 13.14% | 1 |
|
|
2019
Q4 | $40.5M | Buy |
1,396,091
+67,614
| +5% | +$1.96M | 10% | 1 |
|
|
2019
Q3 | $37.5M | Buy |
1,328,477
+62,242
| +5% | +$1.76M | 10.43% | 1 |
|
|
2019
Q2 | $34.2M | Buy |
1,266,235
+349,230
| +38% | +$9.43M | 9.89% | 1 |
|
|
2019
Q1 | $22.7M | Buy |
917,005
+883,330
| +2,623% | +$21.9M | 7.23% | 6 |
|
|
2018
Q4 | $828K | Buy |
+33,675
| New | +$828K | 0.27% | 36 |
|