Stifel Financial’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Buy |
2,354,148
+3,109
| +0.1% | +$194K | 0.14% | 156 |
|
|
2025
Q1 | $139M | Buy |
2,351,039
+294,384
| +14% | +$17.4M | 0.15% | 155 |
|
|
2024
Q4 | $102M | Buy |
2,056,655
+350,559
| +21% | +$17.4M | 0.11% | 200 |
|
|
2024
Q3 | $84.8M | Buy |
1,706,096
+59,179
| +4% | +$2.94M | 0.09% | 227 |
|
|
2024
Q2 | $72.3M | Buy |
1,646,917
+60,079
| +4% | +$2.64M | 0.08% | 238 |
|
|
2024
Q1 | $66.7M | Sell |
1,586,838
-98,581
| -6% | -$4.14M | 0.08% | 248 |
|
|
2023
Q4 | $65.8M | Buy |
1,685,419
+73,860
| +5% | +$2.88M | 0.08% | 236 |
|
|
2023
Q3 | $56.4M | Sell |
1,611,559
-40,909
| -2% | -$1.43M | 0.08% | 245 |
|
|
2023
Q2 | $60.1M | Buy |
1,652,468
+12,719
| +0.8% | +$463K | 0.08% | 238 |
|
|
2023
Q1 | $61.3M | Sell |
1,639,749
-356,931
| -18% | -$13.3M | 0.09% | 229 |
|
|
2022
Q4 | $69.1M | Sell |
1,996,680
-751,274
| -27% | -$26M | 0.1% | 206 |
|
|
2022
Q3 | $86.6M | Sell |
2,747,954
-508,702
| -16% | -$16M | 0.14% | 163 |
|
|
2022
Q2 | $112M | Buy |
3,256,656
+79,746
| +3% | +$2.74M | 0.17% | 133 |
|
|
2022
Q1 | $117M | Sell |
3,176,910
-456,167
| -13% | -$16.8M | 0.16% | 150 |
|
|
2021
Q4 | $126M | Buy |
3,633,077
+98,320
| +3% | +$3.42M | 0.17% | 138 |
|
|
2021
Q3 | $118M | Buy |
3,534,757
+106,055
| +3% | +$3.54M | 0.17% | 129 |
|
|
2021
Q2 | $116M | Sell |
3,428,702
-2,965,930
| -46% | -$100M | 0.17% | 132 |
|
|
2021
Q1 | $104M | Sell |
6,394,632
-149,478
| -2% | -$2.43M | 0.17% | 134 |
|
|
2020
Q4 | $119M | Buy |
6,544,110
+770,165
| +13% | +$14M | 0.21% | 107 |
|
|
2020
Q3 | $104M | Buy |
5,773,945
+566,059
| +11% | +$10.2M | 0.21% | 111 |
|
|
2020
Q2 | $88.5M | Buy |
5,207,886
+569,926
| +12% | +$9.68M | 0.2% | 120 |
|
|
2020
Q1 | $69.9M | Sell |
4,637,960
-360,362
| -7% | -$5.43M | 0.19% | 127 |
|
|
2019
Q4 | $72.5M | Buy |
4,998,322
+2,874,636
| +135% | +$41.7M | 0.15% | 161 |
|
|
2019
Q3 | $30M | Sell |
2,123,686
-173,817
| -8% | -$2.46M | 0.08% | 252 |
|
|
2019
Q2 | $31.1M | Buy |
2,297,503
+114,163
| +5% | +$1.54M | 0.08% | 241 |
|
|
2019
Q1 | $27.2M | Sell |
2,183,340
-73,212
| -3% | -$912K | 0.08% | 250 |
|
|
2018
Q4 | $27.8M | Sell |
2,256,552
-1,710
| -0.1% | -$21.1K | 0.09% | 225 |
|
|
2018
Q3 | $25.9M | Buy |
2,258,262
+53,711
| +2% | +$617K | 0.07% | 261 |
|
|
2018
Q2 | $26.7M | Buy |
2,204,551
+1,708,739
| +345% | +$20.7M | 0.08% | 240 |
|
|
2018
Q1 | $6.31M | Sell |
495,812
-208,967
| -30% | -$2.66M | 0.02% | 690 |
|
|
2017
Q4 | $8.83M | Sell |
704,779
-57,454
| -8% | -$720K | 0.03% | 572 |
|
|
2017
Q3 | $9.38M | Buy |
762,233
+75,745
| +11% | +$932K | 0.03% | 530 |
|
|
2017
Q2 | $8.2M | Buy |
686,488
+78,889
| +13% | +$942K | 0.03% | 551 |
|
|
2017
Q1 | $7.3M | Sell |
607,599
-24,887
| -4% | -$299K | 0.03% | 563 |
|
|
2016
Q4 | $7M | Sell |
632,486
-62,965
| -9% | -$697K | 0.03% | 538 |
|
|
2016
Q3 | $8.83M | Buy |
695,451
+9,926
| +1% | +$126K | 0.04% | 422 |
|
|
2016
Q2 | $8.75M | Buy |
685,525
+55,698
| +9% | +$711K | 0.04% | 407 |
|
|
2016
Q1 | $7.48M | Buy |
629,827
+486,801
| +340% | +$5.78M | 0.04% | 398 |
|
|
2015
Q4 | $1.46M | Sell |
143,026
-115,080
| -45% | -$1.18M | 0.01% | 1113 |
|
|
2015
Q3 | $2.78M | Buy |
258,106
+63,473
| +33% | +$684K | 0.02% | 774 |
|
|
2015
Q2 | $2.2M | Sell |
194,633
-467,520
| -71% | -$5.29M | 0.01% | 942 |
|
|
2015
Q1 | $7.58M | Buy |
662,153
+56,243
| +9% | +$644K | 0.04% | 480 |
|
|
2014
Q4 | $6.93M | Sell |
605,910
-285,746
| -32% | -$3.27M | 0.04% | 500 |
|
|
2014
Q3 | $10.4M | Sell |
891,656
-62,193
| -7% | -$728K | 0.09% | 267 |
|
|
2014
Q2 | $12.3M | Sell |
953,849
-27,684
| -3% | -$357K | 0.11% | 247 |
|
|
2014
Q1 | $12.2M | Buy |
+981,533
| New | +$12.2M | 0.12% | 233 |
|