Optimum 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 | $32.7K | Hold |
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|
2025
Q2 | $28.1K | Hold |
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|
2025
Q1 | $26.5K | Hold |
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|
2024
Q4 | $22.3K | Hold |
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|
2024
Q3 | $22.4K | Hold |
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|
2024
Q2 | $19.8K | Hold |
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|
2024
Q1 | $18.9K | Hold |
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|
2023
Q4 | $17.6K | Sell |
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|
2023
Q3 | $33.2K | Hold |
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|
2023
Q2 | $34.6K | Hold |
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|
2023
Q1 | $35.5K | Hold |
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|
2022
Q4 | $32.9K | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $180K | Buy |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $41K | Sell |
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|
2019
Q3 | $54K | Buy |
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|
2019
Q2 | $34K | Sell |
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|
2019
Q1 | $128K | Hold |
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|
2018
Q4 | $127K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $124K | Hold |
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|
2018
Q1 | $131K | Hold |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $127K | Hold |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $124K | Sell |
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|
2016
Q4 | $123K | Sell |
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|
2016
Q3 | $468K | Buy |
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|
2016
Q2 | $365K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $203K | Buy |
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|
2015
Q1 | $215K | Hold |
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|
2014
Q4 | $215K | Sell |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $274K | Buy |
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|
2014
Q1 | $252K | Sell |
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|
2013
Q4 | $266K | Buy |
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|
2013
Q3 | $229K | Buy |
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