Steward Partners Investment Advisory’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 | $32.5M | Buy |
520,439
+63,486
| +14% | +$3.96M | 0.25% | 79 |
|
|
2025
Q1 | $26.9M | Buy |
456,953
+91,653
| +25% | +$5.4M | 0.24% | 85 |
|
|
2024
Q4 | $18.1M | Buy |
365,300
+58,565
| +19% | +$2.9M | 0.16% | 129 |
|
|
2024
Q3 | $15.2M | Buy |
306,735
+64,554
| +27% | +$3.21M | 0.14% | 147 |
|
|
2024
Q2 | $10.6M | Sell |
242,181
-7,426
| -3% | -$326K | 0.11% | 180 |
|
|
2024
Q1 | $10.5M | Sell |
249,607
-10,104
| -4% | -$424K | 0.12% | 187 |
|
|
2023
Q4 | $10.1M | Buy |
259,711
+65,305
| +34% | +$2.55M | 0.14% | 157 |
|
|
2023
Q3 | $6.8M | Sell |
194,406
-74,744
| -28% | -$2.62M | 0.1% | 204 |
|
|
2023
Q2 | $9.79M | Sell |
269,150
-30,070
| -10% | -$1.09M | 0.15% | 150 |
|
|
2023
Q1 | $11.2M | Buy |
299,220
+120,590
| +68% | +$4.51M | 0.18% | 124 |
|
|
2022
Q4 | $6.18M | Sell |
178,630
-15,988
| -8% | -$553K | 0.11% | 211 |
|
|
2022
Q3 | $6.14M | Sell |
194,618
-14,330
| -7% | -$452K | 0.11% | 189 |
|
|
2022
Q2 | $7.17M | Buy |
208,948
+7,587
| +4% | +$260K | 0.13% | 176 |
|
|
2022
Q1 | $7.42M | Buy |
201,361
+5,413
| +3% | +$199K | 0.11% | 193 |
|
|
2021
Q4 | $6.82M | Sell |
195,948
-966
| -0.5% | -$33.6K | 0.1% | 213 |
|
|
2021
Q3 | $6.58M | Sell |
196,914
-18,109
| -8% | -$605K | 0.11% | 205 |
|
|
2021
Q2 | $7.25M | Sell |
215,023
-7,249
| -3% | -$244K | 0.12% | 177 |
|
|
2021
Q1 | $7.23M | Sell |
222,272
-200,396
| -47% | -$6.52M | 0.13% | 169 |
|
|
2020
Q4 | $15.3M | Sell |
422,668
-87,414
| -17% | -$3.17M | 0.33% | 66 |
|
|
2020
Q3 | $18.4M | Buy |
510,082
+86,476
| +20% | +$3.11M | 0.46% | 45 |
|
|
2020
Q2 | $14.4M | Buy |
423,606
+243,425
| +135% | +$8.27M | 0.41% | 55 |
|
|
2020
Q1 | $5.43M | Buy |
180,181
+85,217
| +90% | +$2.57M | 0.2% | 124 |
|
|
2019
Q4 | $2.75M | Sell |
94,964
-99,541
| -51% | -$2.89M | 0.08% | 251 |
|
|
2019
Q3 | $5.49M | Buy |
194,505
+109,016
| +128% | +$3.07M | 0.18% | 128 |
|
|
2019
Q2 | $2.31M | Buy |
85,489
+6,467
| +8% | +$175K | 0.08% | 237 |
|
|
2019
Q1 | $1.96M | Buy |
79,022
+30,303
| +62% | +$750K | 0.08% | 238 |
|
|
2018
Q4 | $1.2M | Buy |
48,719
+5,733
| +13% | +$141K | 0.06% | 304 |
|
|
2018
Q3 | $983K | Buy |
42,986
+250
| +0.6% | +$5.72K | 0.05% | 348 |
|
|
2018
Q2 | $1.03M | Buy |
42,736
+42,420
| +13,424% | +$1.02M | 0.06% | 295 |
|
|
2018
Q1 | $8K | Buy |
316
+213
| +207% | +$5.39K | ﹤0.01% | 1646 |
|
|
2017
Q4 | $2K | Sell |
103
-856
| -89% | -$16.6K | ﹤0.01% | 1697 |
|
|
2017
Q3 | $23K | Hold |
959
| – | – | ﹤0.01% | 902 |
|
|
2017
Q2 | $22K | Buy |
959
+885
| +1,196% | +$20.3K | ﹤0.01% | 835 |
|
|
2017
Q1 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 1409 |
|