PFS
Prospera Financial Services’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
276,608
+227,484
| +463% | +$14.2M | 0.32% | 63 |
|
|
2025
Q1 | $2.9M | Buy |
49,124
+1,688
| +4% | +$99.5K | 0.07% | 302 |
|
|
2024
Q4 | $2.35M | Buy |
47,436
+2,905
| +7% | +$144K | 0.05% | 330 |
|
|
2024
Q3 | $2.21M | Buy |
44,531
+7,001
| +19% | +$348K | 0.06% | 318 |
|
|
2024
Q2 | $1.65M | Buy |
37,530
+4,393
| +13% | +$193K | 0.05% | 379 |
|
|
2024
Q1 | $1.39M | Sell |
33,137
-90,231
| -73% | -$3.79M | 0.04% | 413 |
|
|
2023
Q4 | $4.82M | Buy |
123,368
+90,673
| +277% | +$3.54M | 0.16% | 145 |
|
|
2023
Q3 | $1.14M | Sell |
32,695
-24,378
| -43% | -$853K | 0.04% | 396 |
|
|
2023
Q2 | $2.08M | Sell |
57,073
-33,897
| -37% | -$1.23M | 0.08% | 262 |
|
|
2023
Q1 | $3.4M | Buy |
90,970
+55,793
| +159% | +$2.08M | 0.14% | 182 |
|
|
2022
Q4 | $1.22M | Sell |
35,177
-39,916
| -53% | -$1.38M | 0.06% | 310 |
|
|
2022
Q3 | $2.37M | Sell |
75,093
-718
| -0.9% | -$22.6K | 0.12% | 205 |
|
|
2022
Q2 | $2.6M | Sell |
75,811
-1,771
| -2% | -$60.8K | 0.13% | 195 |
|
|
2022
Q1 | $2.86M | Buy |
77,582
+52,918
| +215% | +$1.95M | 0.12% | 212 |
|
|
2021
Q4 | $858K | Sell |
24,664
-9,522
| -28% | -$331K | 0.04% | 445 |
|
|
2021
Q3 | $1.14M | Sell |
34,186
-22,785
| -40% | -$761K | 0.06% | 334 |
|
|
2021
Q2 | $1.92M | Sell |
56,971
-49,045
| -46% | -$1.65M | 0.1% | 248 |
|
|
2021
Q1 | $1.72M | Sell |
106,016
-60,718
| -36% | -$987K | 0.1% | 239 |
|
|
2020
Q4 | $3.02M | Buy |
166,734
+37,894
| +29% | +$687K | 0.21% | 114 |
|
|
2020
Q3 | $2.32M | Sell |
128,840
-149,820
| -54% | -$2.7M | 0.89% | 19 |
|
|
2020
Q2 | $4.73M | Buy |
278,660
+15,034
| +6% | +$255K | 0.42% | 40 |
|
|
2020
Q1 | $3.97M | Buy |
263,626
+20,262
| +8% | +$305K | 0.42% | 39 |
|
|
2019
Q4 | $3.53M | Sell |
243,364
-13,525
| -5% | -$196K | 0.27% | 79 |
|
|
2019
Q3 | $3.62M | Buy |
256,889
+15,350
| +6% | +$216K | 0.37% | 46 |
|
|
2019
Q2 | $3.25M | Buy |
+241,539
| New | +$3.25M | 0.36% | 45 |
|
|
2019
Q1 | – | Sell |
-169,614
| Closed | -$2.09M | – | 373 |
|
|
2018
Q4 | $2.09M | Buy |
169,614
+55,494
| +49% | +$683K | 0.42% | 44 |
|
|
2018
Q3 | $1.32M | Sell |
114,120
-30,500
| -21% | -$352K | 0.25% | 94 |
|
|
2018
Q2 | $1.74M | Buy |
144,620
+16,935
| +13% | +$204K | 0.24% | 83 |
|
|
2018
Q1 | $1.64M | Buy |
127,685
+62,933
| +97% | +$806K | 0.23% | 95 |
|
|
2017
Q4 | $821K | Sell |
64,752
-2,006
| -3% | -$25.4K | 0.13% | 152 |
|
|
2017
Q3 | $818K | Buy |
66,758
+1,000
| +2% | +$12.3K | 0.12% | 159 |
|
|
2017
Q2 | $775K | Buy |
65,758
+1,770
| +3% | +$20.9K | 0.12% | 161 |
|
|
2017
Q1 | $774K | Sell |
63,988
-3,000
| -4% | -$36.3K | 0.14% | 132 |
|
|
2016
Q4 | $760K | Sell |
66,988
-35,300
| -35% | -$400K | 0.15% | 127 |
|
|
2016
Q3 | $1.3M | Buy |
102,288
+12,978
| +15% | +$165K | 0.26% | 72 |
|
|
2016
Q2 | $1.14M | Buy |
89,310
+15,850
| +22% | +$202K | 0.24% | 83 |
|
|
2016
Q1 | $873K | Buy |
+73,460
| New | +$873K | 0.19% | 90 |
|
|
2014
Q4 | – | Sell |
-11,730
| Closed | -$130K | – | 307 |
|
|
2014
Q3 | $130K | Sell |
11,730
-375
| -3% | -$4.16K | 0.04% | 264 |
|
|
2014
Q2 | $156K | Hold |
12,105
| – | – | 0.04% | 263 |
|
|
2014
Q1 | $143K | Buy |
12,105
+395
| +3% | +$4.67K | 0.05% | 238 |
|
|
2013
Q4 | $137K | Sell |
11,710
-8,775
| -43% | -$103K | 0.05% | 241 |
|
|
2013
Q3 | $256K | Sell |
20,485
-3,378
| -14% | -$42.2K | 0.1% | 177 |
|
|
2013
Q2 | $290K | Buy |
+23,863
| New | +$290K | 0.13% | 158 |
|