Rehmann Capital Advisory Group’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 | $7.58M | Sell |
121,484
-8,772
| -7% | -$547K | 0.46% | 41 |
|
|
2025
Q1 | $7.68M | Sell |
130,256
-7,726
| -6% | -$456K | 0.48% | 40 |
|
|
2024
Q4 | $6.82M | Sell |
137,982
-8,365
| -6% | -$413K | 0.43% | 48 |
|
|
2024
Q3 | $7.27M | Sell |
146,347
-2,771
| -2% | -$138K | 0.48% | 38 |
|
|
2024
Q2 | $6.55M | Sell |
149,118
-37,874
| -20% | -$1.66M | 0.47% | 39 |
|
|
2024
Q1 | $7.86M | Buy |
186,992
+2,018
| +1% | +$84.8K | 0.59% | 31 |
|
|
2023
Q4 | $7.22M | Buy |
184,974
+15,423
| +9% | +$602K | 0.6% | 29 |
|
|
2023
Q3 | $5.93M | Sell |
169,551
-529
| -0.3% | -$18.5K | 0.55% | 34 |
|
|
2023
Q2 | $6.19M | Sell |
170,080
-3,676
| -2% | -$134K | 0.55% | 33 |
|
|
2023
Q1 | $6.49M | Sell |
173,756
-3,134
| -2% | -$117K | 0.61% | 35 |
|
|
2022
Q4 | $6.12M | Buy |
176,890
+96,445
| +120% | +$3.34M | 0.63% | 32 |
|
|
2022
Q3 | $2.54M | Sell |
80,445
-137,830
| -63% | -$4.35M | 0.28% | 73 |
|
|
2022
Q2 | $7.49M | Buy |
218,275
+818
| +0.4% | +$28.1K | 0.82% | 24 |
|
|
2022
Q1 | $8.08M | Buy |
217,457
+17,013
| +8% | +$632K | 0.77% | 27 |
|
|
2021
Q4 | $6.96M | Buy |
200,444
+5,524
| +3% | +$192K | 0.65% | 32 |
|
|
2021
Q3 | $6.5M | Buy |
194,920
+12,395
| +7% | +$414K | 0.62% | 31 |
|
|
2021
Q2 | $6.14M | Buy |
182,525
+3,606
| +2% | +$121K | 0.59% | 30 |
|
|
2021
Q1 | $5.83M | Buy |
178,919
+82,777
| +86% | +$2.7M | 0.6% | 29 |
|
|
2020
Q4 | $3.49M | Buy |
96,142
+17,576
| +22% | +$638K | 0.39% | 50 |
|
|
2020
Q3 | $2.83M | Buy |
78,566
+1,020
| +1% | +$36.7K | 0.36% | 58 |
|
|
2020
Q2 | $2.64M | Sell |
77,546
-4,360
| -5% | -$148K | 0.36% | 56 |
|
|
2020
Q1 | $2.47M | Buy |
+81,906
| New | +$2.47M | 0.4% | 42 |
|
|
2019
Q3 | $3.04M | Buy |
107,805
+4,199
| +4% | +$118K | 0.37% | 33 |
|
|
2019
Q2 | $2.8M | Buy |
103,606
+2,954
| +3% | +$79.8K | 0.34% | 50 |
|
|
2019
Q1 | $2.49M | Buy |
100,652
+5,259
| +6% | +$130K | 0.34% | 45 |
|
|
2018
Q4 | $2.34M | Buy |
95,393
+9,243
| +11% | +$227K | 0.35% | 35 |
|
|
2018
Q3 | $1.97M | Sell |
86,150
-22,940
| -21% | -$524K | 0.27% | 58 |
|
|
2018
Q2 | $2.62M | Sell |
109,090
-1,557
| -1% | -$37.4K | 0.38% | 46 |
|
|
2018
Q1 | $2.82M | Sell |
110,647
-2,323
| -2% | -$59.1K | 0.44% | 40 |
|
|
2017
Q4 | $2.83M | Sell |
112,970
-4,002
| -3% | -$100K | 0.48% | 40 |
|
|
2017
Q3 | $2.88M | Sell |
116,972
-1,319
| -1% | -$32.5K | 0.52% | 39 |
|
|
2017
Q2 | $2.83M | Sell |
118,291
-16,424
| -12% | -$392K | 0.54% | 36 |
|
|
2017
Q1 | $3.24M | Buy |
134,715
+5,187
| +4% | +$125K | 0.54% | 39 |
|
|
2016
Q4 | $2.87M | Buy |
129,528
+187
| +0.1% | +$4.14K | 0.53% | 44 |
|
|
2016
Q3 | $3.28M | Sell |
129,341
-4,916
| -4% | -$125K | 0.64% | 37 |
|
|
2016
Q2 | $3.43M | Buy |
134,257
+25,662
| +24% | +$655K | 0.64% | 38 |
|
|
2016
Q1 | $2.58M | Buy |
+108,595
| New | +$2.58M | 0.5% | 46 |
|