PCA
Personal Capital Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $471M | Sell |
13,620,204
-473,651
| -3% | -$16.4M | 2.29% | 9 |
|
|
2022
Q3 | $444M | Buy |
14,093,855
+409,249
| +3% | +$12.9M | 2.4% | 8 |
|
|
2022
Q2 | $470M | Buy |
13,684,606
+128,975
| +1% | +$4.43M | 2.46% | 8 |
|
|
2022
Q1 | $499M | Buy |
13,555,631
+416,953
| +3% | +$15.4M | 2.33% | 7 |
|
|
2021
Q4 | $458M | Buy |
13,138,678
+541,840
| +4% | +$18.9M | 2.11% | 10 |
|
|
2021
Q3 | $421M | Buy |
12,596,838
+873,105
| +7% | +$29.2M | 2.11% | 10 |
|
|
2021
Q2 | $395M | Sell |
11,723,733
-9,386,464
| -44% | -$316M | 2.05% | 10 |
|
|
2021
Q1 | $343M | Buy |
21,110,197
+1,752,949
| +9% | +$28.5M | 1.99% | 11 |
|
|
2020
Q4 | $351M | Buy |
19,357,248
+867,161
| +5% | +$15.7M | 2.24% | 10 |
|
|
2020
Q3 | $333M | Buy |
18,490,087
+306,635
| +2% | +$5.52M | 2.51% | 8 |
|
|
2020
Q2 | $309M | Buy |
18,183,452
+431,859
| +2% | +$7.34M | 2.55% | 8 |
|
|
2020
Q1 | $268M | Buy |
17,751,593
+281,033
| +2% | +$4.25M | 2.64% | 8 |
|
|
2019
Q4 | $253M | Buy |
17,470,560
+990,060
| +6% | +$14.4M | 2.13% | 10 |
|
|
2019
Q3 | $232M | Buy |
16,480,500
+625,442
| +4% | +$8.82M | 2.22% | 10 |
|
|
2019
Q2 | $214M | Buy |
15,855,058
+1,173,441
| +8% | +$15.8M | 2.17% | 10 |
|
|
2019
Q1 | $182M | Buy |
14,681,617
+848,804
| +6% | +$10.5M | 2.04% | 10 |
|
|
2018
Q4 | $170M | Buy |
13,832,813
+894,608
| +7% | +$11M | 2.28% | 10 |
|
|
2018
Q3 | $148M | Buy |
12,938,205
+1,493,120
| +13% | +$17.1M | 1.9% | 12 |
|
|
2018
Q2 | $138M | Buy |
11,445,085
+1,107,363
| +11% | +$13.3M | 1.94% | 13 |
|
|
2018
Q1 | $132M | Buy |
10,337,722
+1,153,770
| +13% | +$14.7M | 2.05% | 12 |
|
|
2017
Q4 | $115M | Buy |
9,183,952
+994,320
| +12% | +$12.4M | 1.96% | 13 |
|
|
2017
Q3 | $101M | Buy |
8,189,632
+793,477
| +11% | +$9.77M | 1.96% | 13 |
|
|
2017
Q2 | $88.3M | Buy |
7,396,155
+916,056
| +14% | +$10.9M | 1.93% | 12 |
|
|
2017
Q1 | $78.2M | Buy |
6,480,099
+1,388,030
| +27% | +$16.8M | 1.97% | 10 |
|
|
2016
Q4 | $56.4M | Buy |
5,092,069
+277,133
| +6% | +$3.07M | 1.68% | 12 |
|
|
2016
Q3 | $61.3M | Buy |
4,814,936
+517,556
| +12% | +$6.59M | 2.06% | 9 |
|
|
2016
Q2 | $54.8M | Buy |
4,297,380
+609,492
| +17% | +$7.78M | 2.11% | 9 |
|
|
2016
Q1 | $43.8M | Buy |
3,687,888
+871,370
| +31% | +$10.4M | 2.02% | 8 |
|
|
2015
Q4 | $28.8M | Sell |
2,816,518
-158,572
| -5% | -$1.62M | 1.58% | 14 |
|
|
2015
Q3 | $32.1M | Buy |
2,975,090
+340,799
| +13% | +$3.67M | 2.11% | 8 |
|
|
2015
Q2 | $29.9M | Buy |
2,634,291
+524,615
| +25% | +$5.95M | 2.07% | 10 |
|
|
2015
Q1 | $24.4M | Buy |
2,109,676
+528,573
| +33% | +$6.1M | 1.97% | 10 |
|
|
2014
Q4 | $18.1M | Buy |
1,581,103
+230,334
| +17% | +$2.64M | 1.85% | 9 |
|
|
2014
Q3 | $15.8M | Buy |
1,350,769
+347,700
| +35% | +$4.07M | 2.03% | 10 |
|
|
2014
Q2 | $12.9M | Buy |
1,003,069
+272,271
| +37% | +$3.51M | 2.14% | 10 |
|
|
2014
Q1 | $9.09M | Buy |
730,798
+303,519
| +71% | +$3.78M | 2.05% | 10 |
|
|
2013
Q4 | $4.99M | Buy |
+427,279
| New | +$4.99M | 1.58% | 11 |
|