Pinkerton Retirement Specialists’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 | $396K | Sell |
6,356
-4,321
| -40% | -$269K | 0.05% | 117 |
|
|
2025
Q1 | $630K | Sell |
10,677
-6,176
| -37% | -$364K | 0.08% | 76 |
|
|
2024
Q4 | $834K | Sell |
16,853
-12,272
| -42% | -$608K | 0.12% | 95 |
|
|
2024
Q3 | $1.45M | Sell |
29,125
-355
| -1% | -$17.6K | 0.21% | 80 |
|
|
2024
Q2 | $1.3M | Sell |
29,480
-414
| -1% | -$18.2K | 0.2% | 76 |
|
|
2024
Q1 | $1.26M | Sell |
29,894
-2,847
| -9% | -$120K | 0.2% | 76 |
|
|
2023
Q4 | $1.28M | Sell |
32,741
-36,132
| -52% | -$1.41M | 0.25% | 79 |
|
|
2023
Q3 | $2.41M | Sell |
68,873
-19,066
| -22% | -$667K | 0.52% | 54 |
|
|
2023
Q2 | $3.2M | Sell |
87,939
-4,137
| -4% | -$151K | 0.63% | 33 |
|
|
2023
Q1 | $3.44M | Buy |
+92,076
| New | +$3.44M | 0.64% | 29 |
|
|
2022
Q3 | – | Sell |
-60,383
| Closed | -$2.07M | – | 123 |
|
|
2022
Q2 | $2.07M | Buy |
60,383
+52,042
| +624% | +$1.79M | 0.63% | 54 |
|
|
2022
Q1 | $307K | Hold |
8,341
| – | – | 0.07% | 84 |
|
|
2021
Q4 | $290K | Buy |
8,341
+665
| +9% | +$23.1K | 0.05% | 84 |
|
|
2021
Q3 | $256K | Hold |
7,676
| – | – | 0.05% | 93 |
|
|
2021
Q2 | $259K | Buy |
+7,676
| New | +$259K | 0.05% | 91 |
|
|
2021
Q1 | – | Sell |
-7,000
| Closed | -$254K | – | 98 |
|
|
2020
Q4 | $254K | Buy |
+7,000
| New | +$254K | 0.06% | 87 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$4K | – | 629 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 478 |
|
|
2016
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 479 |
|