Phillips Financial Management’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 | $1.26M | Sell |
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|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $874K | Hold |
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|
2024
Q3 | $877K | Sell |
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|
2024
Q2 | $803K | Hold |
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|
2024
Q1 | $767K | Hold |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $687K | Hold |
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|
2023
Q1 | $706K | Hold |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $674K | Hold |
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|
2022
Q1 | $724K | Hold |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $745K | Buy |
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|
2020
Q3 | $735K | Buy |
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|
2020
Q2 | $657K | Hold |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $547K | Hold |
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|
2019
Q2 | $514K | Hold |
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|
2019
Q1 | $478K | Hold |
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|
2018
Q4 | $477K | Buy |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $429K | Hold |
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|
2018
Q1 | $462K | Hold |
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|
2017
Q4 | $457K | Hold |
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|
2017
Q3 | $444K | Buy |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $413K | Hold |
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|
2016
Q3 | $435K | Buy |
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|
2016
Q2 | $298K | Hold |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $227K | Hold |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $229K | Buy |
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|
2015
Q1 | $243K | Hold |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $249K | Sell |
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|
2014
Q2 | $304K | Hold |
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|
2014
Q1 | $294K | Hold |
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|
2013
Q4 | $282K | Sell |
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|
2013
Q3 | $300K | Hold |
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|
2013
Q2 | $293K | Buy |
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