Pettinga Financial 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
Q3 | $9.5M | Buy |
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|
2025
Q2 | $5.76M | Sell |
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|
2025
Q1 | $5.65M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $844K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $755K | Sell |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $905K | Sell |
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|
2021
Q3 | $899K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $938K | Buy |
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|
2019
Q3 | $859K | Sell |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $614K | Buy |
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|
2018
Q4 | $541K | Buy |
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