NewEdge 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 | $49.9M | Buy |
800,008
+15,768
| +2% | +$983K | 0.26% | 78 |
|
|
2025
Q1 | $46.2M | Buy |
784,240
+270,790
| +53% | +$16M | 0.27% | 77 |
|
|
2024
Q4 | $25.4M | Buy |
513,450
+320,532
| +166% | +$15.9M | 0.15% | 136 |
|
|
2024
Q3 | $9.59M | Sell |
192,918
-11,547
| -6% | -$574K | 0.06% | 305 |
|
|
2024
Q2 | $8.98M | Buy |
204,465
+22,492
| +12% | +$988K | 0.07% | 295 |
|
|
2024
Q1 | $7.64M | Sell |
181,973
-3,326
| -2% | -$140K | 0.07% | 279 |
|
|
2023
Q4 | $7.18M | Sell |
185,299
-2,314
| -1% | -$89.6K | 0.07% | 275 |
|
|
2023
Q3 | $6.56M | Sell |
187,613
-4,412
| -2% | -$154K | 0.07% | 265 |
|
|
2023
Q2 | $6.99M | Buy |
192,025
+69,647
| +57% | +$2.53M | 0.08% | 247 |
|
|
2023
Q1 | $4.72M | Sell |
122,378
-15,805
| -11% | -$610K | 0.06% | 320 |
|
|
2022
Q4 | $4.58M | Buy |
138,183
+12,036
| +10% | +$399K | 0.12% | 180 |
|
|
2022
Q3 | $3.98M | Sell |
126,147
-5,418
| -4% | -$171K | 0.07% | 275 |
|
|
2022
Q2 | $4.52M | Buy |
131,565
+17,444
| +15% | +$599K | 0.07% | 249 |
|
|
2022
Q1 | $4.2M | Sell |
114,121
-15,306
| -12% | -$564K | 0.07% | 268 |
|
|
2021
Q4 | $4.51M | Buy |
129,427
+106,673
| +469% | +$3.71M | 0.07% | 269 |
|
|
2021
Q3 | $760K | Buy |
22,754
+3,178
| +16% | +$106K | 0.02% | 621 |
|
|
2021
Q2 | $660K | Buy |
19,576
+1,016
| +5% | +$34.3K | 0.02% | 651 |
|
|
2021
Q1 | $604K | Buy |
18,560
+4,580
| +33% | +$149K | 0.02% | 616 |
|
|
2020
Q4 | $507K | Sell |
13,980
-235,005
| -94% | -$8.52M | 0.02% | 622 |
|
|
2020
Q3 | $8.96M | Sell |
248,985
-9,654
| -4% | -$347K | 0.31% | 85 |
|
|
2020
Q2 | $8.79M | Buy |
258,639
+10,787
| +4% | +$367K | 0.34% | 76 |
|
|
2020
Q1 | $7.47M | Sell |
247,852
-37,049
| -13% | -$1.12M | 0.36% | 76 |
|
|
2019
Q4 | $8.26M | Buy |
284,901
+74,635
| +35% | +$2.16M | 0.33% | 81 |
|
|
2019
Q3 | $5.99M | Buy |
+210,266
| New | +$5.99M | 0.27% | 95 |
|