Signature Estate & 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
Q2 | $774K | Sell |
12,413
-1,037
| -8% | -$64.7K | 0.02% | 274 |
|
|
2025
Q1 | $793K | Buy |
13,450
+2,195
| +20% | +$129K | 0.02% | 255 |
|
|
2024
Q4 | $557K | Buy |
11,255
+589
| +6% | +$29.2K | 0.01% | 308 |
|
|
2024
Q3 | $530K | Buy |
10,666
+500
| +5% | +$24.9K | 0.01% | 298 |
|
|
2024
Q2 | $447K | Hold |
10,166
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $427K | Hold |
10,166
| – | – | 0.01% | 123 |
|
|
2023
Q4 | $397K | Sell |
10,166
-125
| -1% | -$4.88K | 0.01% | 136 |
|
|
2023
Q3 | $360K | Hold |
10,291
| – | – | 0.01% | 137 |
|
|
2023
Q2 | $375K | Hold |
10,291
| – | – | 0.01% | 139 |
|
|
2023
Q1 | $385K | Hold |
10,291
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $356K | Sell |
10,291
-611
| -6% | -$21.1K | 0.01% | 141 |
|
|
2022
Q3 | $343K | Sell |
10,902
-620
| -5% | -$19.5K | 0.02% | 126 |
|
|
2022
Q2 | $396K | Buy |
11,522
+745
| +7% | +$25.6K | 0.02% | 121 |
|
|
2022
Q1 | $396K | Sell |
10,777
-301
| -3% | -$11.1K | 0.02% | 121 |
|
|
2021
Q4 | $386K | Buy |
11,078
+41
| +0.4% | +$1.43K | 0.02% | 129 |
|
|
2021
Q3 | $369K | Sell |
11,037
-134
| -1% | -$4.48K | 0.02% | 127 |
|
|
2021
Q2 | $377K | Sell |
11,171
-2
| -0% | -$67 | 0.02% | 125 |
|
|
2021
Q1 | $364K | Buy |
11,173
+3,072
| +38% | +$100K | 0.02% | 127 |
|
|
2020
Q4 | $293K | Hold |
8,101
| – | – | 0.02% | 132 |
|
|
2020
Q3 | $291K | Hold |
8,101
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $276K | Buy |
8,101
+344
| +4% | +$11.7K | 0.02% | 125 |
|
|
2020
Q1 | $234K | Hold |
7,757
| – | – | 0.02% | 117 |
|
|
2019
Q4 | $225K | Hold |
7,757
| – | – | 0.01% | 150 |
|
|
2019
Q3 | $219K | Hold |
7,757
| – | – | 0.01% | 146 |
|
|
2019
Q2 | $209K | Hold |
7,757
| – | – | 0.01% | 147 |
|
|
2019
Q1 | $192K | Sell |
7,757
-300
| -4% | -$7.43K | 0.01% | 153 |
|
|
2018
Q4 | $198K | Buy |
8,057
+300
| +4% | +$7.37K | 0.02% | 143 |
|
|
2018
Q3 | $177K | Hold |
7,757
| – | – | 0.02% | 123 |
|
|
2018
Q2 | $186K | Buy |
+7,757
| New | +$186K | 0.02% | 132 |
|