SPA
Sentinel Pension Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
10,999
+478
| +5% | +$29.8K | 0.12% | 61 |
|
|
2025
Q1 | $620K | Sell |
10,521
-355
| -3% | -$20.9K | 0.11% | 65 |
|
|
2024
Q4 | $538K | Buy |
10,876
+11
| +0.1% | +$545 | 0.1% | 69 |
|
|
2024
Q3 | $540K | Buy |
+10,865
| New | +$540K | 0.1% | 70 |
|
|
2024
Q2 | – | Sell |
-11,941
| Closed | -$502K | – | 113 |
|
|
2024
Q1 | $502K | Sell |
11,941
-3,286
| -22% | -$138K | 0.11% | 66 |
|
|
2023
Q4 | $594K | Sell |
15,227
-4,054
| -21% | -$158K | 0.14% | 57 |
|
|
2023
Q3 | $675K | Sell |
19,281
-5,779
| -23% | -$202K | 0.16% | 60 |
|
|
2023
Q2 | $912K | Sell |
25,060
-1,173
| -4% | -$42.7K | 0.22% | 57 |
|
|
2023
Q1 | $1.01M | Sell |
26,233
-6,216
| -19% | -$238K | 0.25% | 53 |
|
|
2022
Q4 | $1.12M | Sell |
32,449
-62,994
| -66% | -$2.18M | 0.35% | 45 |
|
|
2022
Q3 | $3.01M | Buy |
+95,443
| New | +$3.01M | 1.05% | 19 |
|
|
2021
Q2 | – | Sell |
-29,559
| Closed | -$1.64M | – | 95 |
|
|
2021
Q1 | $1.64M | Sell |
29,559
-233,572
| -89% | -$12.9M | 0.6% | 32 |
|
|
2020
Q4 | $4.77M | Buy |
263,131
+15,866
| +6% | +$288K | 1.75% | 18 |
|
|
2020
Q3 | $4.45M | Buy |
247,265
+27,975
| +13% | +$503K | 1.72% | 18 |
|
|
2020
Q2 | $3.73M | Buy |
219,290
+80,805
| +58% | +$1.37M | 1.56% | 18 |
|
|
2020
Q1 | $2.09M | Buy |
+138,485
| New | +$2.09M | 1.01% | 21 |
|