Salem Investment Counselors’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 | $148K | Hold |
2,371
| – | – | ﹤0.01% | 399 |
|
2025
Q1 | $140K | Sell |
2,371
-604
| -20% | -$35.6K | ﹤0.01% | 395 |
|
2024
Q4 | $147K | Buy |
2,975
+677
| +29% | +$33.5K | ﹤0.01% | 400 |
|
2024
Q3 | $114K | Buy |
2,298
+25
| +1% | +$1.24K | ﹤0.01% | 436 |
|
2024
Q2 | $99.9K | Buy |
2,273
+34
| +2% | +$1.49K | ﹤0.01% | 448 |
|
2024
Q1 | $94.1K | Buy |
2,239
+500
| +29% | +$21K | ﹤0.01% | 459 |
|
2023
Q4 | $67.9K | Sell |
1,739
-350
| -17% | -$13.7K | ﹤0.01% | 495 |
|
2023
Q3 | $73.1K | Sell |
2,089
-17
| -0.8% | -$595 | ﹤0.01% | 465 |
|
2023
Q2 | $76.6K | Buy |
2,106
+50
| +2% | +$1.82K | ﹤0.01% | 464 |
|
2023
Q1 | $76.8K | Sell |
2,056
-90
| -4% | -$3.36K | ﹤0.01% | 463 |
|
2022
Q4 | $74.2K | Buy |
2,146
+511
| +31% | +$17.7K | ﹤0.01% | 456 |
|
2022
Q3 | $52K | Buy |
1,635
+532
| +48% | +$16.9K | ﹤0.01% | 468 |
|
2022
Q2 | $38K | Buy |
1,103
+725
| +192% | +$25K | ﹤0.01% | 550 |
|
2022
Q1 | $14K | Hold |
378
| – | – | ﹤0.01% | 703 |
|
2021
Q4 | $13K | Buy |
378
+68
| +22% | +$2.34K | ﹤0.01% | 787 |
|
2021
Q3 | $10K | Hold |
310
| – | – | ﹤0.01% | 757 |
|
2021
Q2 | $10K | Sell |
310
-20
| -6% | -$645 | ﹤0.01% | 711 |
|
2021
Q1 | $11K | Sell |
330
-231
| -41% | -$7.7K | ﹤0.01% | 664 |
|
2020
Q4 | $20K | Sell |
561
-76
| -12% | -$2.71K | ﹤0.01% | 571 |
|
2020
Q3 | $23K | Sell |
637
-162
| -20% | -$5.85K | ﹤0.01% | 477 |
|
2020
Q2 | $27K | Buy |
799
+489
| +158% | +$16.5K | ﹤0.01% | 452 |
|
2020
Q1 | $9K | Hold |
310
| – | – | ﹤0.01% | 529 |
|
2019
Q4 | $9K | Hold |
310
| – | – | ﹤0.01% | 567 |
|
2019
Q3 | $9K | Hold |
310
| – | – | ﹤0.01% | 541 |
|
2019
Q2 | $8K | Buy |
+310
| New | +$8K | ﹤0.01% | 565 |
|
2017
Q2 | – | Sell |
-660
| Closed | -$16K | – | 687 |
|
2017
Q1 | $16K | Sell |
660
-300
| -31% | -$7.27K | ﹤0.01% | 488 |
|
2016
Q4 | $21K | Hold |
960
| – | – | ﹤0.01% | 435 |
|
2016
Q3 | $244 | Buy |
+960
| New | +$244 | ﹤0.01% | 361 |
|
2014
Q2 | – | Sell |
-9,260
| Closed | -$230K | – | 291 |
|
2014
Q1 | $230K | Buy |
+9,260
| New | +$230K | 0.03% | 266 |
|
2013
Q3 | – | Sell |
-15,960
| Closed | -$383K | – | 279 |
|
2013
Q2 | $383K | Buy |
+15,960
| New | +$383K | 0.06% | 197 |
|