PIA
Perennial Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
61,169
+9,398
| +18% | +$586K | 0.37% | 56 |
|
|
2025
Q1 | $3.05M | Buy |
51,771
+24,800
| +92% | +$1.46M | 0.34% | 58 |
|
|
2024
Q4 | $1.34M | Buy |
26,971
+17,296
| +179% | +$856K | 0.16% | 113 |
|
|
2024
Q3 | $481K | Hold |
9,675
| – | – | 0.06% | 219 |
|
|
2024
Q2 | $425K | Sell |
9,675
-153
| -2% | -$6.72K | 0.06% | 217 |
|
|
2024
Q1 | $413K | Sell |
9,828
-8
| -0.1% | -$336 | 0.06% | 205 |
|
|
2023
Q4 | $384K | Hold |
9,836
| – | – | 0.06% | 200 |
|
|
2023
Q3 | $344K | Sell |
9,836
-62
| -0.6% | -$2.17K | 0.06% | 213 |
|
|
2023
Q2 | $360K | Sell |
9,898
-345
| -3% | -$12.6K | 0.06% | 215 |
|
|
2023
Q1 | $383K | Sell |
10,243
-20,329
| -66% | -$760K | 0.07% | 205 |
|
|
2022
Q4 | $1.06M | Sell |
30,572
-15,474
| -34% | -$535K | 0.43% | 46 |
|
|
2022
Q3 | $1.45M | Sell |
46,046
-1,594
| -3% | -$50.3K | 0.66% | 34 |
|
|
2022
Q2 | $1.63M | Buy |
+47,640
| New | +$1.63M | 0.64% | 34 |
|
|
2022
Q1 | – | Sell |
-49,398
| Closed | -$1.72M | – | 229 |
|
|
2021
Q4 | $1.72M | Sell |
49,398
-6,382
| -11% | -$222K | 0.54% | 36 |
|
|
2021
Q3 | $1.86M | Buy |
55,780
+6,613
| +13% | +$221K | 0.66% | 29 |
|
|
2021
Q2 | $1.66M | Sell |
49,167
-52,149
| -51% | -$1.76M | 0.6% | 32 |
|
|
2021
Q1 | $1.65M | Sell |
101,316
-12,252
| -11% | -$199K | 0.65% | 32 |
|
|
2020
Q4 | $2.06M | Sell |
113,568
-64,664
| -36% | -$1.17M | 0.88% | 24 |
|
|
2020
Q3 | $3.21M | Buy |
178,232
+14,261
| +9% | +$257K | 1.61% | 12 |
|
|
2020
Q2 | $2.79M | Buy |
163,971
+84,013
| +105% | +$1.43M | 1.89% | 9 |
|
|
2020
Q1 | $1.21M | Sell |
79,958
-5,903
| -7% | -$89K | 1.07% | 22 |
|
|
2019
Q4 | $1.25M | Buy |
+85,861
| New | +$1.25M | 0.98% | 22 |
|