Proficio Capital 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 | $138M | Sell |
2,218,582
-73,253
| -3% | -$4.57M | 8.61% | 1 |
|
|
2025
Q1 | $133M | Buy |
2,291,835
+50,124
| +2% | +$2.91M | 10.28% | 1 |
|
|
2024
Q4 | $111M | Buy |
2,241,711
+88,620
| +4% | +$4.39M | 9% | 1 |
|
|
2024
Q3 | $107M | Buy |
2,153,091
+8,763
| +0.4% | +$436K | 10.64% | 1 |
|
|
2024
Q2 | $94.2M | Buy |
2,144,328
+44,515
| +2% | +$1.96M | 9.89% | 1 |
|
|
2024
Q1 | $88.2M | Buy |
2,099,813
+8,443
| +0.4% | +$355K | 9.71% | 1 |
|
|
2023
Q4 | $81.7M | Buy |
2,091,370
+33,422
| +2% | +$1.31M | 10.1% | 1 |
|
|
2023
Q3 | $72M | Sell |
2,057,948
-115,831
| -5% | -$4.05M | 9.6% | 1 |
|
|
2023
Q2 | $79.1M | Sell |
2,173,779
-224,592
| -9% | -$8.17M | 10.76% | 1 |
|
|
2023
Q1 | $89.6M | Buy |
2,398,371
+214,676
| +10% | +$8.02M | 14.22% | 1 |
|
|
2022
Q4 | $71.7M | Sell |
2,183,695
-254,017
| -10% | -$8.34M | 13.58% | 1 |
|
|
2022
Q3 | $77.2M | Sell |
2,437,712
-2,729,858
| -53% | -$86.4M | 14.22% | 1 |
|
|
2022
Q2 | $88M | Buy |
5,167,570
+2,718,337
| +111% | +$46.3M | 16.46% | 1 |
|
|
2022
Q1 | $90.2M | Buy |
2,449,233
+328,281
| +15% | +$12.1M | 13.47% | 1 |
|
|
2021
Q4 | $73.8M | Sell |
2,120,952
-144,418
| -6% | -$5.03M | 10.27% | 1 |
|
|
2021
Q3 | $75.7M | Buy |
2,265,370
+311,866
| +16% | +$10.4M | 9.96% | 1 |
|
|
2021
Q2 | $65.8M | Sell |
1,953,504
-977,170
| -33% | -$32.9M | 8.03% | 1 |
|
|
2021
Q1 | $95.3M | Sell |
2,930,674
-717,493
| -20% | -$23.3M | 12.35% | 1 |
|
|
2020
Q4 | $132M | Buy |
3,648,167
+75,413
| +2% | +$2.74M | 20.74% | 1 |
|
|
2020
Q3 | $130M | Buy |
3,572,754
+296,827
| +9% | +$10.8M | 22.95% | 1 |
|
|
2020
Q2 | $111M | Buy |
3,275,927
+1,208,083
| +58% | +$41.1M | 22.73% | 1 |
|
|
2020
Q1 | $65.8M | Buy |
2,067,844
+849,030
| +70% | +$27M | 16.51% | 1 |
|
|
2019
Q4 | $35.3M | Buy |
1,218,814
+550,216
| +82% | +$16M | 10.19% | 1 |
|
|
2019
Q3 | $18.9M | Buy |
668,598
+16,324
| +3% | +$460K | 7.03% | 2 |
|
|
2019
Q2 | $17.6M | Sell |
652,274
-339,855
| -34% | -$9.18M | 6.02% | 3 |
|
|
2019
Q1 | $24.6M | Buy |
992,129
+743,181
| +299% | +$18.4M | 8.76% | 1 |
|
|
2018
Q4 | $6.12M | Sell |
248,948
-138,497
| -36% | -$3.4M | 2.72% | 8 |
|
|
2018
Q3 | $8.86M | Sell |
387,445
-34,559
| -8% | -$790K | 2.91% | 6 |
|
|
2018
Q2 | $10.1M | Buy |
422,004
+163,099
| +63% | +$3.92M | 4.17% | 3 |
|
|
2018
Q1 | $6.59M | Buy |
+258,905
| New | +$6.59M | 1.94% | 7 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1093 |
|
|
2016
Q1 | – | Sell |
-7,500
| Closed | -$153K | – | 1104 |
|
|
2015
Q4 | $153K | Buy |
+7,500
| New | +$153K | 0.15% | 87 |
|