Regal 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 | $2.25M | Sell |
36,005
-21,887
| -38% | -$1.36M | 0.17% | 143 |
|
|
2025
Q1 | $3.41M | Buy |
57,892
+21,971
| +61% | +$1.3M | 0.28% | 98 |
|
|
2024
Q4 | $1.78M | Buy |
35,921
+16,354
| +84% | +$810K | 0.13% | 171 |
|
|
2024
Q3 | $972K | Sell |
19,567
-271
| -1% | -$13.5K | 0.07% | 245 |
|
|
2024
Q2 | $871K | Sell |
19,838
-3,686
| -16% | -$162K | 0.06% | 270 |
|
|
2024
Q1 | $988K | Buy |
23,524
+711
| +3% | +$29.9K | 0.07% | 246 |
|
|
2023
Q4 | $890K | Buy |
22,813
+10,158
| +80% | +$396K | 0.07% | 239 |
|
|
2023
Q3 | $443K | Sell |
12,655
-2,492
| -16% | -$87.2K | 0.04% | 307 |
|
|
2023
Q2 | $551K | Buy |
15,147
+2,912
| +24% | +$106K | 0.05% | 278 |
|
|
2023
Q1 | $457K | Buy |
12,235
+4,996
| +69% | +$187K | 0.04% | 298 |
|
|
2022
Q4 | $250K | Buy |
7,239
+387
| +6% | +$13.4K | 0.02% | 413 |
|
|
2022
Q3 | $216K | Sell |
6,852
-12,043
| -64% | -$380K | 0.02% | 427 |
|
|
2022
Q2 | $648K | Sell |
18,895
-2,347
| -11% | -$80.5K | 0.07% | 245 |
|
|
2022
Q1 | $782K | Sell |
21,242
-3,865
| -15% | -$142K | 0.07% | 248 |
|
|
2021
Q4 | $874K | Buy |
25,107
+3,959
| +19% | +$138K | 0.08% | 261 |
|
|
2021
Q3 | $707K | Buy |
21,148
+543
| +3% | +$18.2K | 0.07% | 289 |
|
|
2021
Q2 | $695K | Buy |
+20,605
| New | +$695K | 0.07% | 279 |
|
|
2021
Q1 | – | Sell |
-22,075
| Closed | -$800K | – | 207 |
|
|
2020
Q4 | $800K | Buy |
+22,075
| New | +$800K | 0.09% | 206 |
|
|
2020
Q3 | – | Sell |
-24,609
| Closed | -$836K | – | 113 |
|
|
2020
Q2 | $836K | Buy |
+24,609
| New | +$836K | 0.15% | 140 |
|
|
2020
Q1 | – | Sell |
-8,877
| Closed | -$257K | – | 153 |
|
|
2019
Q4 | $257K | Buy |
8,877
+2,118
| +31% | +$61.3K | 0.05% | 284 |
|
|
2019
Q3 | $191K | Sell |
6,759
-82
| -1% | -$2.32K | 0.04% | 295 |
|
|
2019
Q2 | $185K | Buy |
6,841
+249
| +4% | +$6.73K | 0.04% | 301 |
|
|
2019
Q1 | $163K | Buy |
+6,592
| New | +$163K | 0.03% | 299 |
|
|
2015
Q4 | – | Sell |
-1,124
| Closed | -$24K | – | 552 |
|
|
2015
Q3 | $24K | Buy |
1,124
+421
| +60% | +$8.99K | 0.01% | 532 |
|
|
2015
Q2 | $15K | Buy |
703
+638
| +982% | +$13.6K | ﹤0.01% | 594 |
|
|
2015
Q1 | $1K | Sell |
65
-725
| -92% | -$11.2K | ﹤0.01% | 940 |
|
|
2014
Q4 | $18K | Hold |
790
| – | – | ﹤0.01% | 547 |
|
|
2014
Q3 | $18K | Hold |
790
| – | – | 0.01% | 572 |
|
|
2014
Q2 | $20K | Buy |
790
+585
| +285% | +$14.8K | 0.01% | 547 |
|
|
2014
Q1 | $5K | Buy |
205
+15
| +8% | +$366 | ﹤0.01% | 743 |
|
|
2013
Q4 | $4K | Sell |
190
-745
| -80% | -$15.7K | ﹤0.01% | 700 |
|
|
2013
Q3 | $24K | Sell |
935
-75
| -7% | -$1.93K | 0.01% | 436 |
|
|
2013
Q2 | $24K | Buy |
+1,010
| New | +$24K | 0.01% | 420 |
|