Sheaff Brock Investment 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
Q1 | $684K | Buy |
11,600
+6,350
| +121% | +$374K | 0.06% | 222 |
|
|
2024
Q4 | $260K | Hold |
5,250
| – | – | 0.02% | 357 |
|
|
2024
Q3 | $261K | Buy |
+5,250
| New | +$261K | 0.02% | 350 |
|
|
2018
Q2 | – | Sell |
-6,295
| Closed | -$160K | – | 532 |
|
|
2018
Q1 | $160K | Sell |
6,295
-1,225
| -16% | -$31.1K | 0.02% | 467 |
|
|
2017
Q4 | $188K | Sell |
7,520
-1,750
| -19% | -$43.8K | 0.02% | 468 |
|
|
2017
Q3 | $228K | Buy |
9,270
+1,150
| +14% | +$28.3K | 0.03% | 442 |
|
|
2017
Q2 | $194K | Buy |
8,120
+2,345
| +41% | +$56K | 0.03% | 516 |
|
|
2017
Q1 | $139K | Hold |
5,775
| – | – | 0.02% | 545 |
|
|
2016
Q4 | $128K | Buy |
5,775
+225
| +4% | +$4.99K | 0.02% | 556 |
|
|
2016
Q3 | $141K | Hold |
5,550
| – | – | 0.02% | 499 |
|
|
2016
Q2 | $142K | Sell |
5,550
-2,550
| -31% | -$65.2K | 0.02% | 523 |
|
|
2016
Q1 | $192K | Buy |
8,100
+300
| +4% | +$7.11K | 0.02% | 495 |
|
|
2015
Q4 | $160K | Buy |
+7,800
| New | +$160K | 0.02% | 543 |
|