OneDigital 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 | $70.4M | Sell |
1,129,678
-102,635
| -8% | -$6.4M | 0.78% | 29 |
|
|
2025
Q1 | $72.7M | Buy |
1,232,313
+395,888
| +47% | +$23.3M | 0.86% | 26 |
|
|
2024
Q4 | $41.4M | Buy |
836,425
+348,963
| +72% | +$17.3M | 0.48% | 43 |
|
|
2024
Q3 | $24.2M | Sell |
487,462
-1,301
| -0.3% | -$64.7K | 0.28% | 70 |
|
|
2024
Q2 | $21.5M | Buy |
488,763
+5,302
| +1% | +$233K | 0.27% | 72 |
|
|
2024
Q1 | $20.3M | Sell |
483,461
-1,164
| -0.2% | -$48.9K | 0.32% | 65 |
|
|
2023
Q4 | $18.9M | Sell |
484,625
-8,042
| -2% | -$314K | 0.33% | 64 |
|
|
2023
Q3 | $17.2M | Buy |
492,667
+1,878
| +0.4% | +$65.7K | 0.37% | 58 |
|
|
2023
Q2 | $17.9M | Buy |
490,789
+5,814
| +1% | +$212K | 0.4% | 57 |
|
|
2023
Q1 | $18.1M | Buy |
484,975
+476,279
| +5,477% | +$17.8M | 0.43% | 53 |
|
|
2022
Q4 | $301K | Buy |
8,696
+1,605
| +23% | +$55.5K | 0.01% | 672 |
|
|
2022
Q3 | $224K | Sell |
7,091
-8
| -0.1% | -$253 | 0.01% | 679 |
|
|
2022
Q2 | $244K | Buy |
7,099
+761
| +12% | +$26.2K | 0.01% | 608 |
|
|
2022
Q1 | $233K | Sell |
6,338
-1,274
| -17% | -$46.8K | 0.01% | 657 |
|
|
2021
Q4 | $265K | Sell |
7,612
-1,528
| -17% | -$53.2K | 0.01% | 618 |
|
|
2021
Q3 | $305K | Sell |
9,140
-573
| -6% | -$19.1K | 0.01% | 565 |
|
|
2021
Q2 | $327K | Buy |
9,713
+2,431
| +33% | +$81.8K | 0.01% | 525 |
|
|
2021
Q1 | $237K | Sell |
7,282
-934
| -11% | -$30.4K | 0.01% | 559 |
|
|
2020
Q4 | $298K | Sell |
8,216
-277
| -3% | -$10K | 0.02% | 483 |
|
|
2020
Q3 | $306K | Buy |
8,493
+1,550
| +22% | +$55.8K | 0.02% | 419 |
|
|
2020
Q2 | $236K | Buy |
6,943
+1,090
| +19% | +$37.1K | 0.02% | 495 |
|
|
2020
Q1 | $176K | Sell |
5,853
-15,774
| -73% | -$474K | 0.02% | 474 |
|
|
2019
Q4 | $627K | Buy |
21,627
+2,912
| +16% | +$84.4K | 0.05% | 258 |
|
|
2019
Q3 | $528K | Sell |
18,715
-16,811
| -47% | -$474K | 0.05% | 263 |
|
|
2019
Q2 | $959K | Buy |
35,526
+16,958
| +91% | +$458K | 0.07% | 158 |
|
|
2019
Q1 | $460K | Sell |
18,568
-5,789
| -24% | -$143K | 0.07% | 182 |
|
|
2018
Q4 | $599K | Sell |
24,357
-433
| -2% | -$10.6K | 0.1% | 146 |
|
|
2018
Q3 | $567K | Buy |
24,790
+48
| +0.2% | +$1.1K | 0.13% | 97 |
|
|
2018
Q2 | $595K | Sell |
24,742
-4,822
| -16% | -$116K | 0.12% | 107 |
|
|
2018
Q1 | $753K | Buy |
29,564
+45
| +0.2% | +$1.15K | 0.17% | 93 |
|
|
2017
Q4 | $739K | Hold |
29,519
| – | – | 0.08% | 99 |
|
|
2017
Q3 | $727K | Buy |
29,519
+11,157
| +61% | +$275K | 0.27% | 54 |
|
|
2017
Q2 | $438K | Buy |
+18,362
| New | +$438K | 0.13% | 120 |
|