SignalPoint Asset Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.81M | Sell |
36,508
-2,424
| -6% | -$122K | 0.44% | 43 |
|
|
2024
Q3 | $1.95M | Sell |
38,932
-2,311
| -6% | -$108K | 0.46% | 42 |
|
|
2024
Q2 | $1.81M | Sell |
41,243
-1,343
| -3% | -$59.3K | 0.48% | 39 |
|
|
2024
Q1 | $1.79M | Sell |
42,586
-304
| -0.7% | -$11.9K | 0.49% | 43 |
|
|
2023
Q4 | $1.67M | Sell |
42,890
-111
| -0.3% | -$4.15K | 0.49% | 43 |
|
|
2023
Q3 | $1.5M | Buy |
43,001
+899
| +2% | +$32.8K | 0.48% | 50 |
|
|
2023
Q2 | $1.53M | Buy |
42,102
+866
| +2% | +$32.5K | 0.47% | 48 |
|
|
2023
Q1 | $1.54M | Sell |
41,236
-151
| -0.4% | -$5.42K | 0.49% | 48 |
|
|
2022
Q4 | $1.43M | Sell |
41,387
-448
| -1% | -$14.7K | 0.5% | 49 |
|
|
2022
Q3 | $1.32M | Sell |
41,835
-1,074
| -3% | -$35.2K | 0.5% | 51 |
|
|
2022
Q2 | $1.47M | Buy |
42,909
+12
| +0% | +$427 | 0.54% | 48 |
|
|
2022
Q1 | $1.58M | Sell |
42,897
-480
| -1% | -$17.1K | 0.5% | 50 |
|
|
2021
Q4 | $1.51M | Sell |
43,377
-4,893
| -10% | -$167K | 0.46% | 54 |
|
|
2021
Q3 | $1.61M | Sell |
48,270
-1,194
| -2% | -$40.7K | 0.52% | 48 |
|
|
2021
Q2 | $1.67M | Sell |
49,464
-308
| -0.6% | -$10.6K | 0.54% | 46 |
|
|
2021
Q1 | $1.62M | Buy |
49,772
+5,877
| +13% | +$201K | 0.57% | 43 |
|
|
2020
Q4 | $1.59M | Sell |
43,895
-966
| -2% | -$34.6K | 0.6% | 39 |
|
|
2020
Q3 | $1.61M | Sell |
44,861
-3,411
| -7% | -$125K | 0.67% | 33 |
|
|
2020
Q2 | $1.64M | Sell |
48,272
-2,526
| -5% | -$82.8K | 0.74% | 31 |
|
|
2020
Q1 | $1.53M | Sell |
50,798
-3,281
| -6% | -$99.2K | 0.8% | 30 |
|
|
2019
Q4 | $1.57M | Buy |
54,079
+900
| +2% | +$25.5K | 0.66% | 32 |
|
|
2019
Q3 | $1.5M | Sell |
53,179
-2,105
| -4% | -$59.4K | 0.67% | 33 |
|
|
2019
Q2 | $1.49M | Sell |
55,284
-7,233
| -12% | -$181K | 0.71% | 35 |
|
|
2019
Q1 | $1.55M | Sell |
62,517
-82
| -0.1% | -$2.05K | 0.68% | 34 |
|
|
2018
Q4 | $1.54M | Sell |
62,599
-1,087
| -2% | -$25.6K | 0.74% | 31 |
|
|
2018
Q3 | $1.46M | Buy |
63,686
+87
| +0.1% | +$2.02K | 0.65% | 38 |
|
|
2018
Q2 | $1.53M | Sell |
63,599
-156
| -0.2% | -$3.91K | 0.73% | 30 |
|
|
2018
Q1 | $1.62M | Buy |
63,755
+146
| +0.2% | +$3.73K | 0.78% | 26 |
|
|
2017
Q4 | $1.59M | Sell |
63,609
-2
| -0% | -$49 | 0.77% | 26 |
|
|
2017
Q3 | $1.56M | Sell |
63,611
-83,028
| -57% | -$2.04M | 0.79% | 29 |
|
|
2017
Q2 | $3.5M | Buy |
146,639
+73
| +0% | +$1.77K | 0.96% | 40 |
|
|
2017
Q1 | $3.52M | Buy |
146,566
+3,054
| +2% | +$71.8K | 0.98% | 36 |
|
|
2016
Q4 | $3.18M | Sell |
143,512
-1,983
| -1% | -$46.5K | 0.82% | 36 |
|
|
2016
Q3 | $3.69M | Buy |
145,495
+77,991
| +116% | +$2.01M | 0.98% | 31 |
|
|
2016
Q2 | $1.72M | Sell |
67,504
-4,004
| -6% | -$97.3K | 0.72% | 26 |
|
|
2016
Q1 | $1.7M | Sell |
71,508
-13,372
| -16% | -$306K | 0.73% | 27 |
|
|
2015
Q4 | $1.74M | Sell |
84,880
-9,061
| -10% | -$193K | 0.76% | 32 |
|
|
2015
Q3 | $2.02M | Buy |
93,941
+2,412
| +3% | +$52.4K | 0.91% | 30 |
|
|
2015
Q2 | $2.1M | Hold |
91,529
| – | – | 0.87% | 33 |
|
|
2015
Q1 | $2.1M | Sell |
91,529
-3,968
| -4% | -$93.5K | 0.87% | 33 |
|
|
2014
Q4 | $2.19M | Buy |
95,497
+4,391
| +5% | +$102K | 0.98% | 39 |
|
|
2014
Q3 | $2.13M | Sell |
91,106
-1,129
| -1% | -$28K | 1.03% | 39 |
|
|
2014
Q2 | $2.38M | Sell |
92,235
-301
| -0.3% | -$7.53K | 1.06% | 38 |
|
|
2014
Q1 | $2.3M | Buy |
92,536
+6,862
| +8% | +$172K | 1.07% | 38 |
|
|
2013
Q4 | $2M | Buy |
85,674
+18,637
| +28% | +$460K | 0.91% | 42 |
|
|
2013
Q3 | $1.73M | Sell |
67,037
-26,134
| -28% | -$675K | 1.1% | 35 |
|
|
2013
Q2 | $2.23M | Buy |
+93,171
| New | +$2.56M | 1.81% | 28 |
|
Other funds holding IAU
