Stephens Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
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|
2025
Q1 | $23M | Sell |
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|
2024
Q4 | $21.3M | Sell |
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|
2024
Q3 | $22.4M | Sell |
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|
2024
Q2 | $20.4M | Sell |
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|
2024
Q1 | $22.1M | Sell |
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|
2023
Q4 | $21.8M | Sell |
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|
2023
Q3 | $20.8M | Sell |
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|
2023
Q2 | $22.7M | Buy |
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|
2023
Q1 | $23.2M | Buy |
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|
2022
Q4 | $21.2M | Sell |
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|
2022
Q3 | $20.3M | Sell |
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|
2022
Q2 | $29.1M | Buy |
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|
2022
Q1 | $25.7M | Sell |
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|
2021
Q4 | $31.1M | Sell |
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|
2021
Q3 | $30.1M | Sell |
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|
2021
Q2 | $33.9M | Sell |
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|
2021
Q1 | $35.1M | Sell |
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|
2020
Q4 | $71.6M | Sell |
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|
2020
Q3 | $90.1M | Sell |
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|
2020
Q2 | $89.7M | Buy |
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|
2020
Q1 | $54.5M | Buy |
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|
2019
Q4 | $51.4M | Buy |
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|
2019
Q3 | $49.8M | Buy |
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|
2019
Q2 | $27.5M | Buy |
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|
2019
Q1 | $24M | Buy |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $132K | Hold |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $147K | Buy |
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|
2017
Q4 | $139K | Sell |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $139K | Buy |
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|
2017
Q1 | $129K | Buy |
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|
2016
Q4 | $112K | Sell |
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|
2016
Q3 | $398K | Sell |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.26M | Buy |
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|
2015
Q4 | $163K | Sell |
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|
2015
Q3 | $174K | Sell |
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|
2015
Q2 | $188K | Sell |
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|
2015
Q1 | $205K | Sell |
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|
2014
Q4 | $211K | Sell |
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|
2014
Q3 | $266K | Buy |
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|
2014
Q2 | $292K | Sell |
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|
2014
Q1 | $300K | Sell |
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|
2013
Q4 | $292K | Sell |
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|
2013
Q3 | $427K | Sell |
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|
2013
Q2 | $438K | Buy |
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