Sterling Investment Advisors (Missouri)’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 | $832K | Sell |
8,505
-1,527
| -15% | -$149K | 0.43% | 22 |
|
|
2025
Q1 | $592K | Sell |
10,032
-768
| -7% | -$45.3K | 0.33% | 22 |
|
|
2024
Q4 | $535K | Sell |
10,800
-1,488
| -12% | -$73.7K | 0.31% | 22 |
|
|
2024
Q3 | $611K | Buy |
12,288
+285
| +2% | +$14.2K | 0.34% | 22 |
|
|
2024
Q2 | $527K | Sell |
12,003
-495
| -4% | -$21.7K | 0.32% | 23 |
|
|
2024
Q1 | $525K | Sell |
12,498
-214
| -2% | -$8.99K | 0.31% | 23 |
|
|
2023
Q4 | $496K | Sell |
12,712
-282
| -2% | -$11K | 0.31% | 21 |
|
|
2023
Q3 | $455K | Hold |
12,994
| – | – | 0.29% | 22 |
|
|
2023
Q2 | $473K | Hold |
12,994
| – | – | 0.3% | 21 |
|
|
2023
Q1 | $486K | Sell |
12,994
-49
| -0.4% | -$1.83K | 0.31% | 20 |
|
|
2022
Q4 | $451K | Hold |
13,043
| – | – | 0.31% | 20 |
|
|
2022
Q3 | $411K | Hold |
13,043
| – | – | 0.31% | 21 |
|
|
2022
Q2 | $448K | Buy |
13,043
+5,484
| +73% | +$188K | 0.31% | 20 |
|
|
2022
Q1 | $278K | Sell |
7,559
-78
| -1% | -$2.87K | 0.16% | 23 |
|
|
2021
Q4 | $266K | Hold |
7,637
| – | – | 0.15% | 24 |
|
|
2021
Q3 | $255K | Buy |
+7,637
| New | +$255K | 0.15% | 25 |
|
|
2021
Q2 | – | Sell |
-7,638
| Closed | -$248K | – | 28 |
|
|
2021
Q1 | $248K | Buy |
7,638
+746
| +11% | +$24.2K | 0.16% | 23 |
|
|
2020
Q4 | $250K | Hold |
6,892
| – | – | 0.17% | 22 |
|
|
2020
Q3 | $248K | Buy |
6,892
+313
| +5% | +$11.3K | 0.19% | 22 |
|
|
2020
Q2 | $224K | Sell |
6,579
-128
| -2% | -$4.36K | 0.18% | 24 |
|
|
2020
Q1 | $202K | Sell |
6,707
-1,189
| -15% | -$35.8K | 0.19% | 25 |
|
|
2019
Q4 | $229K | Hold |
7,896
| – | – | 0.18% | 27 |
|
|
2019
Q3 | $223K | Sell |
7,896
-45
| -0.6% | -$1.27K | 0.18% | 27 |
|
|
2019
Q2 | $214K | Sell |
7,941
-57
| -0.7% | -$1.54K | 0.17% | 28 |
|
|
2019
Q1 | $198K | Hold |
7,998
| – | – | 0.16% | 28 |
|
|
2018
Q4 | $197K | Hold |
7,998
| – | – | 0.18% | 28 |
|
|
2018
Q3 | $183K | Hold |
7,998
| – | – | 0.15% | 28 |
|
|
2018
Q2 | $192K | Hold |
7,998
| – | – | 0.16% | 28 |
|
|
2018
Q1 | $204K | Hold |
7,998
| – | – | 0.17% | 26 |
|
|
2017
Q4 | $200K | Hold |
7,998
| – | – | 0.17% | 28 |
|
|
2017
Q3 | $197K | Hold |
7,998
| – | – | 0.17% | 28 |
|
|
2017
Q2 | $191K | Hold |
7,998
| – | – | 0.17% | 26 |
|
|
2017
Q1 | $192K | Buy |
7,998
+626
| +8% | +$15K | 0.18% | 25 |
|
|
2016
Q4 | $163K | Hold |
7,372
| – | – | 0.17% | 25 |
|
|
2016
Q3 | $187K | Hold |
7,372
| – | – | 0.19% | 25 |
|
|
2016
Q2 | $188K | Hold |
7,372
| – | – | 0.19% | 33 |
|
|
2016
Q1 | $175K | Buy |
7,372
+883
| +14% | +$21K | 0.18% | 29 |
|
|
2015
Q4 | $133K | Buy |
6,489
+30
| +0.5% | +$615 | 0.14% | 29 |
|
|
2015
Q3 | $139K | Hold |
6,459
| – | – | 0.16% | 29 |
|
|
2015
Q2 | $146K | Hold |
6,459
| – | – | 0.15% | 28 |
|
|
2015
Q1 | $148K | Hold |
6,459
| – | – | 0.15% | 28 |
|
|
2014
Q4 | $148K | Buy |
+6,459
| New | +$148K | 0.15% | 27 |
|