OneDigital Investment Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $99.1M | Buy |
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|
2025
Q2 | $70.4M | Sell |
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|
2025
Q1 | $72.7M | Buy |
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|
2024
Q4 | $41.4M | Buy |
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|
2024
Q3 | $24.2M | Sell |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $20.3M | Sell |
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|
2023
Q4 | $18.9M | Sell |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $17.9M | Buy |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $528K | Sell |
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|
2019
Q2 | $959K | Buy |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | $595K | Sell |
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|
2018
Q1 | $753K | Buy |
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|
2017
Q4 | $739K | Hold |
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|
2017
Q3 | $727K | Buy |
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|
2017
Q2 | $438K | Buy |
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