Patriot Financial Group Insurance Agency’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 | $4.9M | Buy |
78,528
+1,470
| +2% | +$91.7K | 0.56% | 40 |
|
|
2025
Q1 | $4.54M | Sell |
77,058
-1,456
| -2% | -$85.8K | 0.61% | 34 |
|
|
2024
Q4 | $3.89M | Buy |
78,514
+22,721
| +41% | +$1.12M | 0.52% | 46 |
|
|
2024
Q3 | $2.77M | Buy |
55,793
+3,543
| +7% | +$176K | 0.37% | 58 |
|
|
2024
Q2 | $2.3M | Buy |
52,250
+8,895
| +21% | +$391K | 0.34% | 65 |
|
|
2024
Q1 | $1.82M | Buy |
43,355
+6,846
| +19% | +$288K | 0.29% | 79 |
|
|
2023
Q4 | $1.42M | Buy |
36,509
+5,980
| +20% | +$233K | 0.27% | 86 |
|
|
2023
Q3 | $1.07M | Buy |
30,529
+4,409
| +17% | +$154K | 0.22% | 116 |
|
|
2023
Q2 | $951K | Buy |
26,120
+16,160
| +162% | +$588K | 0.18% | 136 |
|
|
2023
Q1 | $372K | Buy |
9,960
+3,806
| +62% | +$142K | 0.08% | 279 |
|
|
2022
Q4 | $213K | Sell |
6,154
-477
| -7% | -$16.5K | 0.03% | 382 |
|
|
2022
Q3 | $209K | Sell |
6,631
-2,052
| -24% | -$64.7K | 0.05% | 359 |
|
|
2022
Q2 | $298K | Buy |
8,683
+412
| +5% | +$14.1K | 0.06% | 303 |
|
|
2022
Q1 | $305K | Sell |
8,271
-4,258
| -34% | -$157K | 0.05% | 323 |
|
|
2021
Q4 | $436K | Sell |
12,529
-4,066
| -25% | -$141K | 0.07% | 272 |
|
|
2021
Q3 | $554K | Buy |
16,595
+813
| +5% | +$27.1K | 0.1% | 212 |
|
|
2021
Q2 | $532K | Buy |
15,782
+374
| +2% | +$12.6K | 0.1% | 215 |
|
|
2021
Q1 | $501K | Buy |
15,408
+1,008
| +7% | +$32.8K | 0.11% | 188 |
|
|
2020
Q4 | $522K | Buy |
14,400
+8,250
| +134% | +$299K | 0.13% | 172 |
|
|
2020
Q3 | $221K | Hold |
6,150
| – | – | 0.07% | 251 |
|
|
2020
Q2 | $209K | Buy |
6,150
+875
| +17% | +$29.7K | 0.08% | 229 |
|
|
2020
Q1 | $159K | Buy |
5,275
+2,475
| +88% | +$74.6K | 0.07% | 249 |
|
|
2019
Q4 | $81K | Buy |
2,800
+2,650
| +1,767% | +$76.7K | 0.03% | 378 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 982 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 987 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 894 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 814 |
|
|
2017
Q4 | – | Sell |
-175
| Closed | -$4K | – | 949 |
|
|
2017
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 734 |
|
|
2017
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 715 |
|
|
2017
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 664 |
|
|
2016
Q4 | $4K | Buy |
+175
| New | +$4K | 0.01% | 596 |
|