Resonant Capital 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 | $15.9M | Buy |
255,613
+2,709
| +1% | +$169K | 1.02% | 26 |
|
|
2025
Q1 | $14.9M | Buy |
252,904
+6,944
| +3% | +$409K | 1.04% | 25 |
|
|
2024
Q4 | $12.2M | Buy |
245,960
+704
| +0.3% | +$34.9K | 0.89% | 27 |
|
|
2024
Q3 | $12.2M | Buy |
245,256
+5,847
| +2% | +$291K | 0.9% | 27 |
|
|
2024
Q2 | $10.5M | Buy |
239,409
+8,392
| +4% | +$369K | 0.85% | 29 |
|
|
2024
Q1 | $9.71M | Buy |
231,017
+386
| +0.2% | +$16.2K | 0.83% | 31 |
|
|
2023
Q4 | $9M | Sell |
230,631
-120,787
| -34% | -$4.71M | 0.87% | 27 |
|
|
2023
Q3 | $12.3M | Buy |
351,418
+5,740
| +2% | +$201K | 1.31% | 19 |
|
|
2023
Q2 | $12.6M | Buy |
345,678
+15,485
| +5% | +$563K | 1.37% | 19 |
|
|
2023
Q1 | $12.3M | Buy |
330,193
+17,319
| +6% | +$647K | 1.4% | 19 |
|
|
2022
Q4 | $10.8M | Buy |
312,874
+5,317
| +2% | +$184K | 1.35% | 18 |
|
|
2022
Q3 | $9.7M | Sell |
307,557
-89,874
| -23% | -$2.83M | 1.47% | 14 |
|
|
2022
Q2 | $13.6M | Sell |
397,431
-23,292
| -6% | -$799K | 2.13% | 11 |
|
|
2022
Q1 | $15.4M | Buy |
420,723
+19,210
| +5% | +$702K | 2.28% | 12 |
|
|
2021
Q4 | $14M | Buy |
401,513
+52,658
| +15% | +$1.83M | 2.1% | 13 |
|
|
2021
Q3 | $11.7M | Buy |
+348,855
| New | +$11.7M | 2.03% | 13 |
|
|
2021
Q2 | – | Sell |
-272,369
| Closed | -$8.86M | – | 171 |
|
|
2021
Q1 | $8.86M | Buy |
272,369
+47,226
| +21% | +$1.54M | 1.82% | 13 |
|
|
2020
Q4 | $8.16M | Buy |
225,143
+23,032
| +11% | +$835K | 1.93% | 13 |
|
|
2020
Q3 | $7.27M | Buy |
202,111
+101,317
| +101% | +$3.65M | 2.07% | 13 |
|
|
2020
Q2 | $3.43M | Buy |
100,794
+91,875
| +1,030% | +$3.12M | 0.99% | 22 |
|
|
2020
Q1 | $269K | Buy |
+8,919
| New | +$269K | 0.1% | 164 |
|