Pacific Capital Wealth 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 | $5.97M | Sell |
94,851
-7,028
| -7% | -$442K | 1.1% | 15 |
|
|
2025
Q1 | $6.01M | Sell |
101,879
-39
| -0% | -$2.3K | 1.04% | 16 |
|
|
2024
Q4 | $5.05M | Buy |
101,918
+14,949
| +17% | +$740K | 0.84% | 21 |
|
|
2024
Q3 | $4.32M | Sell |
86,969
-6,217
| -7% | -$309K | 0.73% | 21 |
|
|
2024
Q2 | $4.09M | Buy |
93,186
+27,107
| +41% | +$1.19M | 0.75% | 21 |
|
|
2024
Q1 | $2.78M | Sell |
66,079
-1,342
| -2% | -$56.4K | 0.65% | 23 |
|
|
2023
Q4 | $2.63M | Sell |
67,421
-12,335
| -15% | -$481K | 0.67% | 22 |
|
|
2023
Q3 | $2.79M | Sell |
79,756
-15,801
| -17% | -$553K | 0.78% | 23 |
|
|
2023
Q2 | $3.48M | Sell |
95,557
-45,407
| -32% | -$1.65M | 0.88% | 24 |
|
|
2023
Q1 | $5.27M | Buy |
140,964
+28,405
| +25% | +$1.06M | 1.36% | 18 |
|
|
2022
Q4 | $3.89M | Sell |
112,559
-24,354
| -18% | -$842K | 1.01% | 24 |
|
|
2022
Q3 | $4.32M | Buy |
136,913
+48,227
| +54% | +$1.52M | 1.18% | 19 |
|
|
2022
Q2 | $3.04M | Buy |
88,686
+61,575
| +227% | +$2.11M | 0.84% | 25 |
|
|
2022
Q1 | $998K | Buy |
27,111
+7,418
| +38% | +$273K | 0.29% | 54 |
|
|
2021
Q4 | $686K | Buy |
19,693
+3,418
| +21% | +$119K | 0.2% | 61 |
|
|
2021
Q3 | $544K | Buy |
16,275
+2,893
| +22% | +$96.7K | 0.17% | 65 |
|
|
2021
Q2 | $451K | Buy |
+13,382
| New | +$451K | 0.23% | 59 |
|
|
2020
Q4 | – | Sell |
-1,432
| Closed | -$52K | – | 114 |
|
|
2020
Q3 | $52K | Buy |
+1,432
| New | +$52K | 0.03% | 103 |
|