SeaCrest Wealth Management’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 | $563K | Buy |
9,026
+388
| +4% | +$24.2K | 0.06% | 285 |
|
|
2025
Q1 | $509K | Buy |
8,638
+351
| +4% | +$20.7K | 0.06% | 328 |
|
|
2024
Q4 | $410K | Buy |
8,287
+215
| +3% | +$10.6K | 0.04% | 398 |
|
|
2024
Q3 | $401K | Buy |
8,072
+2,363
| +41% | +$117K | 0.04% | 400 |
|
|
2024
Q2 | $251K | Hold |
5,709
| – | – | 0.03% | 516 |
|
|
2024
Q1 | $240K | Sell |
5,709
-100
| -2% | -$4.2K | 0.03% | 514 |
|
|
2023
Q4 | $225K | Sell |
5,809
-717
| -11% | -$27.7K | 0.03% | 544 |
|
|
2023
Q3 | $228K | Sell |
6,526
-988
| -13% | -$34.6K | 0.03% | 527 |
|
|
2023
Q2 | $273K | Hold |
7,514
| – | – | 0.03% | 495 |
|
|
2023
Q1 | $281K | Buy |
+7,514
| New | +$281K | 0.04% | 482 |
|
|
2022
Q3 | – | Sell |
-5,857
| Closed | -$201K | – | 1014 |
|
|
2022
Q2 | $201K | Buy |
5,857
+25
| +0.4% | +$858 | 0.03% | 605 |
|
|
2022
Q1 | $215K | Sell |
5,832
-200
| -3% | -$7.37K | 0.02% | 636 |
|
|
2021
Q4 | $210K | Sell |
6,032
-282
| -4% | -$9.82K | 0.02% | 634 |
|
|
2021
Q3 | $211K | Sell |
6,314
-400
| -6% | -$13.4K | 0.03% | 613 |
|
|
2021
Q2 | $226K | Sell |
6,714
-2
| -0% | -$67 | 0.03% | 606 |
|
|
2021
Q1 | $218K | Sell |
6,716
-550
| -8% | -$17.9K | 0.03% | 574 |
|
|
2020
Q4 | $263K | Sell |
7,266
-117
| -2% | -$4.24K | 0.04% | 473 |
|
|
2020
Q3 | $266K | Sell |
7,383
-449
| -6% | -$16.2K | 0.04% | 435 |
|
|
2020
Q2 | $266K | Buy |
7,832
+800
| +11% | +$27.2K | 0.05% | 435 |
|
|
2020
Q1 | $212K | Sell |
7,032
-123
| -2% | -$3.71K | 0.05% | 421 |
|
|
2019
Q4 | $207K | Hold |
7,155
| – | – | 0.03% | 495 |
|
|
2019
Q3 | $202K | Buy |
7,155
+162
| +2% | +$4.57K | 0.04% | 495 |
|
|
2019
Q2 | $189K | Buy |
6,993
+740
| +12% | +$20K | 0.04% | 469 |
|
|
2019
Q1 | $155K | Hold |
6,253
| – | – | 0.03% | 544 |
|
|
2018
Q4 | $154K | Buy |
6,253
+225
| +4% | +$5.54K | 0.03% | 504 |
|
|
2018
Q3 | $138K | Hold |
6,028
| – | – | 0.02% | 634 |
|
|
2018
Q2 | $145K | Sell |
6,028
-67
| -1% | -$1.61K | 0.03% | 601 |
|
|
2018
Q1 | $155K | Hold |
6,095
| – | – | 0.03% | 566 |
|
|
2017
Q4 | $152K | Buy |
+6,095
| New | +$152K | 0.03% | 580 |
|