OPA
Old Port Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
151,816
+1,709
| +1% | +$107K | 2.58% | 3 |
|
|
2025
Q1 | $8.85M | Sell |
150,107
-2,572
| -2% | -$152K | 2.62% | 2 |
|
|
2024
Q4 | $7.56M | Buy |
152,679
+4,023
| +3% | +$199K | 2.17% | 5 |
|
|
2024
Q3 | $7.39M | Buy |
148,656
+1,799
| +1% | +$89.4K | 2.05% | 6 |
|
|
2024
Q2 | $6.45M | Buy |
146,857
+10,373
| +8% | +$456K | 1.93% | 8 |
|
|
2024
Q1 | $5.73M | Buy |
136,484
+10,872
| +9% | +$457K | 1.76% | 8 |
|
|
2023
Q4 | $4.9M | Buy |
125,612
+7,675
| +7% | +$300K | 1.63% | 7 |
|
|
2023
Q3 | $4.13M | Buy |
+117,937
| New | +$4.13M | 1.5% | 8 |
|
|
2023
Q1 | $4.16M | Buy |
109,611
+11,770
| +12% | +$447K | 1.5% | 5 |
|
|
2022
Q4 | $3.38M | Buy |
97,841
+8,480
| +9% | +$293K | 1.27% | 13 |
|
|
2022
Q3 | $2.91M | Buy |
89,361
+10,317
| +13% | +$336K | 1.16% | 19 |
|
|
2022
Q2 | $2.65M | Buy |
79,044
+4,726
| +6% | +$159K | 1.03% | 26 |
|
|
2022
Q1 | $2.72M | Buy |
74,318
+25,414
| +52% | +$929K | 0.92% | 31 |
|
|
2021
Q4 | $1.66M | Buy |
48,904
+11,749
| +32% | +$400K | 0.56% | 56 |
|
|
2021
Q3 | $1.25M | Buy |
37,155
+2,780
| +8% | +$93.4K | 0.45% | 69 |
|
|
2021
Q2 | $1.2M | Buy |
34,375
+20,128
| +141% | +$700K | 0.43% | 68 |
|
|
2021
Q1 | $232K | Buy |
+14,247
| New | +$232K | 0.09% | 191 |
|