Principle Wealth Partners’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 | $1.16M | Buy |
18,557
+1,348
| +8% | +$84.1K | 0.07% | 144 |
|
|
2025
Q1 | $1.01M | Buy |
17,209
+750
| +5% | +$44.2K | 0.07% | 159 |
|
|
2024
Q4 | $815K | Hold |
16,459
| – | – | 0.06% | 174 |
|
|
2024
Q3 | $818K | Hold |
16,459
| – | – | 0.06% | 171 |
|
|
2024
Q2 | $723K | Buy |
16,459
+459
| +3% | +$20.2K | 0.06% | 181 |
|
|
2024
Q1 | $672K | Hold |
16,000
| – | – | 0.05% | 190 |
|
|
2023
Q4 | $624K | Hold |
16,000
| – | – | 0.05% | 190 |
|
|
2023
Q3 | $560K | Hold |
16,000
| – | – | 0.06% | 189 |
|
|
2023
Q2 | $582K | Hold |
16,000
| – | – | 0.06% | 186 |
|
|
2023
Q1 | $598K | Hold |
16,000
| – | – | 0.06% | 175 |
|
|
2022
Q4 | $553K | Sell |
16,000
-121
| -0.8% | -$4.19K | 0.06% | 178 |
|
|
2022
Q3 | $508 | Sell |
16,121
-806
| -5% | -$25 | 0.05% | 178 |
|
|
2022
Q2 | $581K | Hold |
16,927
| – | – | 0.07% | 181 |
|
|
2022
Q1 | $623K | Hold |
16,927
| – | – | 0.07% | 180 |
|
|
2021
Q4 | $589K | Hold |
16,927
| – | – | 0.06% | 186 |
|
|
2021
Q3 | $566K | Hold |
16,927
| – | – | 0.07% | 183 |
|
|
2021
Q2 | $571K | Hold |
16,927
| – | – | 0.06% | 184 |
|
|
2021
Q1 | $550K | Hold |
16,927
| – | – | 0.06% | 180 |
|
|
2020
Q4 | $614K | Hold |
16,927
| – | – | 0.08% | 161 |
|
|
2020
Q3 | $609K | Hold |
16,927
| – | – | 0.17% | 73 |
|
|
2020
Q2 | $575K | Hold |
16,927
| – | – | 0.17% | 77 |
|
|
2020
Q1 | $510K | Buy |
16,927
+927
| +6% | +$27.9K | 0.19% | 78 |
|
|
2019
Q4 | $464K | Hold |
16,000
| – | – | 0.15% | 107 |
|
|
2019
Q3 | $451K | Hold |
16,000
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $432K | Hold |
16,000
| – | – | 0.22% | 85 |
|
|
2019
Q1 | $396K | Hold |
16,000
| – | – | 0.23% | 78 |
|
|
2018
Q4 | $393K | Buy |
+16,000
| New | +$393K | 0.33% | 69 |
|