Pin Oak Investment Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
4,636
| – | – | 0.23% | 73 |
|
|
2025
Q1 | $269K | Hold |
4,636
| – | – | 0.21% | 79 |
|
|
2024
Q4 | $230K | Hold |
4,636
| – | – | 0.21% | 76 |
|
|
2024
Q3 | $230K | Hold |
4,636
| – | – | 0.21% | 77 |
|
|
2024
Q2 | $204K | Hold |
4,636
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $195K | Hold |
4,636
| – | – | 0.19% | 92 |
|
|
2023
Q4 | $181K | Hold |
4,636
| – | – | 0.18% | 91 |
|
|
2023
Q3 | $162K | Hold |
4,636
| – | – | 0.18% | 89 |
|
|
2023
Q2 | $169K | Hold |
4,636
| – | – | 0.19% | 89 |
|
|
2023
Q1 | $173K | Hold |
4,636
| – | – | 0.21% | 80 |
|
|
2022
Q4 | $160K | Hold |
4,636
| – | – | 0.2% | 81 |
|
|
2022
Q3 | $146K | Hold |
4,636
| – | – | 0.18% | 84 |
|
|
2022
Q2 | $159K | Hold |
4,636
| – | – | 0.19% | 82 |
|
|
2022
Q1 | $171K | Hold |
4,636
| – | – | 0.18% | 85 |
|
|
2021
Q4 | $161K | Hold |
4,636
| – | – | 0.16% | 89 |
|
|
2021
Q3 | $155K | Buy |
+4,636
| New | +$155K | 0.17% | 84 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | – | – | 415 |
|
|
2021
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 416 |
|
|
2020
Q3 | – | Sell |
-2,456
| Closed | -$83K | – | 394 |
|
|
2020
Q2 | $83K | Buy |
+2,456
| New | +$83K | 0.08% | 138 |
|