Strategic Wealth Partners’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 | $1.33M | Buy |
+21,357
| New | +$1.33M | 0.1% | 126 |
|
|
2024
Q4 | $1.23M | Sell |
22,269
-854
| -4% | -$47.2K | 0.1% | 132 |
|
|
2024
Q3 | $1.15M | Sell |
23,123
-2,292
| -9% | -$114K | 0.11% | 136 |
|
|
2024
Q2 | $1.12M | Buy |
25,415
+299
| +1% | +$13.1K | 0.12% | 125 |
|
|
2024
Q1 | $1.06M | Buy |
25,116
+3,037
| +14% | +$128K | 0.12% | 130 |
|
|
2023
Q4 | $862K | Buy |
22,079
+440
| +2% | +$17.2K | 0.11% | 137 |
|
|
2023
Q3 | $757K | Buy |
21,639
+372
| +2% | +$13K | 0.1% | 169 |
|
|
2023
Q2 | $774K | Buy |
21,267
+352
| +2% | +$12.8K | 0.1% | 167 |
|
|
2023
Q1 | $782K | Buy |
20,915
+10,494
| +101% | +$392K | 0.12% | 146 |
|
|
2022
Q4 | $360K | Sell |
10,421
-957
| -8% | -$33.1K | 0.07% | 196 |
|
|
2022
Q3 | $359K | Sell |
11,378
-1,532
| -12% | -$48.3K | 0.08% | 199 |
|
|
2022
Q2 | $443K | Sell |
12,910
-1,279
| -9% | -$43.9K | 0.1% | 166 |
|
|
2022
Q1 | $523K | Sell |
14,189
-4,878
| -26% | -$180K | 0.1% | 175 |
|
|
2021
Q4 | $664K | Sell |
19,067
-16,011
| -46% | -$558K | 0.13% | 173 |
|
|
2021
Q3 | $1.17M | Buy |
+35,078
| New | +$1.17M | 0.34% | 87 |
|
|
2019
Q4 | – | Sell |
-7,863
| Closed | -$220K | – | 294 |
|
|
2019
Q3 | $220K | Buy |
7,863
+1,868
| +31% | +$52.3K | 1.13% | 20 |
|
|
2019
Q2 | $161K | Buy |
5,995
+3,008
| +101% | +$80.8K | 0.08% | 142 |
|
|
2019
Q1 | $73K | Buy |
2,987
+2,977
| +29,770% | +$72.8K | 0.03% | 205 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 691 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 788 |
|
|
2018
Q1 | $0 | Sell |
10
-117
| -92% | – | ﹤0.01% | 803 |
|
|
2017
Q4 | $4K | Buy |
+127
| New | +$4K | ﹤0.01% | 633 |
|