Strategic Point Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.9M | Buy |
555,178
+20,630
| +4% | +$1.75M | 5.46% | 8 |
|
|
2026
Q1 | $47.1M | Buy |
534,548
+1,330
| +0.2% | +$122K | 6.85% | 6 |
|
|
2025
Q4 | $43.3M | Buy |
533,218
+5,819
| +1% | +$455K | 5.99% | 7 |
|
|
2025
Q3 | $38.4M | Buy |
527,399
+65
| +0% | +$4.24K | 5.51% | 7 |
|
|
2025
Q2 | $32.9M | Sell |
527,334
-5,847
| -1% | -$362K | 5.07% | 7 |
|
|
2025
Q1 | $31.4M | Sell |
533,181
-11,535
| -2% | -$624K | 5.24% | 7 |
|
|
2024
Q4 | $27M | Buy |
544,716
+1,773
| +0.3% | +$89.1K | 4.4% | 9 |
|
|
2024
Q3 | $27M | Sell |
542,943
-78,232
| -13% | -$3.66M | 4.45% | 8 |
|
|
2024
Q2 | $27.3M | Sell |
621,175
-8,774
| -1% | -$388K | 4.89% | 8 |
|
|
2024
Q1 | $26.5M | Buy |
629,949
+3,647
| +0.6% | +$143K | 4.8% | 8 |
|
|
2023
Q4 | $24.4M | Sell |
626,302
-5,145
| -0.8% | -$193K | 4.72% | 9 |
|
|
2023
Q3 | $22.1M | Buy |
631,447
+7,893
| +1% | +$288K | 4.72% | 8 |
|
|
2023
Q2 | $22.7M | Sell |
623,554
-9,630
| -2% | -$361K | 4.65% | 9 |
|
|
2023
Q1 | $23.7M | Sell |
633,184
-2,115
| -0.3% | -$75.9K | 5.26% | 8 |
|
|
2022
Q4 | $22M | Sell |
635,299
-2,774
| -0.4% | -$91.1K | 5.29% | 6 |
|
|
2022
Q3 | $20.1M | Sell |
638,073
-307
| -0% | -$10.1K | 5.63% | 5 |
|
|
2022
Q2 | $21.9M | Buy |
638,380
+3,984
| +0.6% | +$142K | 6.09% | 5 |
|
|
2022
Q1 | $23.4M | Sell |
634,396
-5,314
| -0.8% | -$190K | 5.34% | 7 |
|
|
2021
Q4 | $22.3M | Sell |
639,710
-145,699
| -19% | -$4.98M | 5.02% | 9 |
|
|
2021
Q3 | $26.2M | Buy |
785,409
+4,270
| +0.5% | +$145K | 6.43% | 6 |
|
|
2021
Q2 | $26.3M | Buy |
781,139
+4,819
| +0.6% | +$167K | 6.4% | 6 |
|
|
2021
Q1 | $25.2M | Sell |
776,320
-385
| -0% | -$13.2K | 6.69% | 6 |
|
|
2020
Q4 | $27.5M | Sell |
776,705
-6,481
| -0.8% | -$232K | 7.63% | 5 |
|
|
2020
Q3 | $28.2M | Buy |
783,186
+16
| +0% | +$584 | 8.96% | 3 |
|
|
2020
Q2 | $27.2M | Buy |
783,170
+157,210
| +25% | +$5.15M | 8.9% | 3 |
|
|
2020
Q1 | $18.9M | Sell |
625,960
-6,470
| -1% | -$196K | 8.09% | 4 |
|
|
2019
Q4 | $18.3M | Buy |
632,430
+10,047
| +2% | +$285K | 6.7% | 7 |
|
|
2019
Q3 | $17.6M | Buy |
+622,383
| New | +$17.6M | 6.87% | 6 |
|
|
2016
Q4 | – | Sell |
-292,768
| Closed | -$7.43M | – | 15 |
|
|
2016
Q3 | $7.43M | Buy |
292,768
+5,755
| +2% | +$148K | 3.24% | 9 |
|
|
2016
Q2 | $7.32M | Buy |
+287,013
| New | +$6.97M | 3.27% | 8 |
|
Other funds holding IAU
BIAS
AHC
GG
CWM
MSWM
CCG
BWP
LCM
CPCM
CAM