SPIA
Strategic Point Investment Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Sell |
527,334
-5,847
| -1% | -$365K | 5.07% | 7 |
|
|
2025
Q1 | $31.4M | Sell |
533,181
-11,535
| -2% | -$680K | 5.24% | 7 |
|
|
2024
Q4 | $27M | Buy |
544,716
+1,773
| +0.3% | +$87.8K | 4.4% | 9 |
|
|
2024
Q3 | $27M | Sell |
542,943
-78,232
| -13% | -$3.89M | 4.45% | 8 |
|
|
2024
Q2 | $27.3M | Sell |
621,175
-8,774
| -1% | -$385K | 4.89% | 8 |
|
|
2024
Q1 | $26.5M | Buy |
629,949
+3,647
| +0.6% | +$153K | 4.8% | 8 |
|
|
2023
Q4 | $24.4M | Sell |
626,302
-5,145
| -0.8% | -$201K | 4.72% | 9 |
|
|
2023
Q3 | $22.1M | Buy |
631,447
+7,893
| +1% | +$276K | 4.72% | 8 |
|
|
2023
Q2 | $22.7M | Sell |
623,554
-9,630
| -2% | -$350K | 4.65% | 9 |
|
|
2023
Q1 | $23.7M | Sell |
633,184
-2,115
| -0.3% | -$79K | 5.26% | 8 |
|
|
2022
Q4 | $22M | Sell |
635,299
-2,774
| -0.4% | -$96K | 5.29% | 6 |
|
|
2022
Q3 | $20.1M | Sell |
638,073
-307
| -0% | -$9.68K | 5.63% | 5 |
|
|
2022
Q2 | $21.9M | Buy |
638,380
+3,984
| +0.6% | +$137K | 6.09% | 5 |
|
|
2022
Q1 | $23.4M | Sell |
634,396
-5,314
| -0.8% | -$196K | 5.34% | 7 |
|
|
2021
Q4 | $22.3M | Sell |
639,710
-145,699
| -19% | -$5.07M | 5.02% | 9 |
|
|
2021
Q3 | $26.2M | Buy |
785,409
+4,270
| +0.5% | +$143K | 6.43% | 6 |
|
|
2021
Q2 | $26.3M | Sell |
781,139
-771,501
| -50% | -$26M | 6.4% | 6 |
|
|
2021
Q1 | $25.2M | Sell |
1,552,640
-770
| -0% | -$12.5K | 6.69% | 6 |
|
|
2020
Q4 | $27.5M | Sell |
1,553,410
-12,962
| -0.8% | -$230K | 7.63% | 5 |
|
|
2020
Q3 | $28.2M | Buy |
1,566,372
+32
| +0% | +$576 | 8.96% | 3 |
|
|
2020
Q2 | $27.2M | Buy |
1,566,340
+314,420
| +25% | +$5.46M | 8.9% | 3 |
|
|
2020
Q1 | $18.9M | Sell |
1,251,920
-12,940
| -1% | -$195K | 8.09% | 4 |
|
|
2019
Q4 | $18.3M | Buy |
1,264,860
+20,095
| +2% | +$291K | 6.7% | 7 |
|
|
2019
Q3 | $17.6M | Buy |
+1,244,765
| New | +$17.6M | 6.87% | 6 |
|
|
2016
Q4 | – | Sell |
-585,535
| Closed | -$7.43M | – | 15 |
|
|
2016
Q3 | $7.43M | Buy |
585,535
+11,510
| +2% | +$146K | 3.24% | 9 |
|
|
2016
Q2 | $7.32M | Buy |
+574,025
| New | +$7.32M | 3.27% | 8 |
|