Prime Capital 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 | $18.6M | Buy |
298,223
+42,066
| +16% | +$2.62M | 0.25% | 76 |
|
2025
Q1 | $15.1M | Buy |
256,157
+35,447
| +16% | +$2.09M | 0.18% | 105 |
|
2024
Q4 | $10.9M | Buy |
220,710
+11,284
| +5% | +$559K | 0.16% | 106 |
|
2024
Q3 | $10.4M | Buy |
209,426
+4,733
| +2% | +$235K | 0.15% | 113 |
|
2024
Q2 | $8.99M | Buy |
204,693
+4,189
| +2% | +$184K | 0.13% | 122 |
|
2024
Q1 | $8.42M | Sell |
200,504
-196
| -0.1% | -$8.23K | 0.12% | 147 |
|
2023
Q4 | $7.83M | Buy |
200,700
+10,955
| +6% | +$428K | 0.12% | 147 |
|
2023
Q3 | $6.64M | Buy |
189,745
+12,355
| +7% | +$432K | 0.14% | 125 |
|
2023
Q2 | $6.46M | Buy |
177,390
+153,557
| +644% | +$5.59M | 0.13% | 134 |
|
2023
Q1 | $891K | Sell |
23,833
-3,555
| -13% | -$133K | 0.04% | 259 |
|
2022
Q4 | $947K | Buy |
27,388
+5,721
| +26% | +$198K | 0.04% | 242 |
|
2022
Q3 | $683K | Buy |
21,667
+4,533
| +26% | +$143K | 0.04% | 204 |
|
2022
Q2 | $588K | Sell |
17,134
-7,152
| -29% | -$245K | 0.04% | 207 |
|
2022
Q1 | $845K | Hold |
24,286
| – | – | 0.05% | 183 |
|
2021
Q4 | $845K | Sell |
24,286
-420
| -2% | -$14.6K | 0.05% | 185 |
|
2021
Q3 | $825K | Sell |
24,706
-37,394
| -60% | -$1.25M | 0.05% | 190 |
|
2021
Q2 | $2.09M | Buy |
62,100
+42,935
| +224% | +$1.45M | 0.12% | 143 |
|
2021
Q1 | $623K | Sell |
19,165
-8,251
| -30% | -$268K | 0.05% | 178 |
|
2020
Q4 | $994K | Buy |
27,416
+2,620
| +11% | +$95K | 0.08% | 155 |
|
2020
Q3 | $892K | Buy |
24,796
+14,559
| +142% | +$524K | 0.08% | 163 |
|
2020
Q2 | $348K | Sell |
10,237
-1,161
| -10% | -$39.5K | 0.03% | 198 |
|
2020
Q1 | $344K | Buy |
+11,398
| New | +$344K | 0.04% | 169 |
|