Perennial 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
Q2 | $3.81M | Buy |
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|
2025
Q1 | $3.05M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.25M | Buy |
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