TD Private Client Wealth’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 | $1.75M | Sell |
27,990
-2,656
| -9% | -$166K | 0.04% | 262 |
|
2025
Q1 | $1.81M | Buy |
30,646
+4,839
| +19% | +$285K | 0.05% | 243 |
|
2024
Q4 | $1.28M | Sell |
25,807
-3,003
| -10% | -$149K | 0.04% | 311 |
|
2024
Q3 | $1.43M | Buy |
28,810
+1,407
| +5% | +$69.9K | 0.04% | 305 |
|
2024
Q2 | $1.2M | Buy |
27,403
+5,330
| +24% | +$234K | 0.04% | 320 |
|
2024
Q1 | $927K | Buy |
22,073
+897
| +4% | +$37.7K | 0.03% | 358 |
|
2023
Q4 | $826K | Sell |
21,176
-734
| -3% | -$28.6K | 0.03% | 356 |
|
2023
Q3 | $767K | Sell |
21,910
-3,451
| -14% | -$121K | 0.03% | 350 |
|
2023
Q2 | $923K | Buy |
25,361
+5,251
| +26% | +$191K | 0.04% | 347 |
|
2023
Q1 | $752K | Sell |
20,110
-1,099
| -5% | -$41.1K | 0.03% | 370 |
|
2022
Q4 | $734K | Sell |
21,209
-1,788
| -8% | -$61.8K | 0.03% | 368 |
|
2022
Q3 | $725K | Sell |
22,997
-760
| -3% | -$24K | 0.04% | 354 |
|
2022
Q2 | $815K | Buy |
23,757
+1,185
| +5% | +$40.7K | 0.04% | 349 |
|
2022
Q1 | $831K | Buy |
22,572
+2,672
| +13% | +$98.4K | 0.04% | 361 |
|
2021
Q4 | $693K | Sell |
19,900
-1,006
| -5% | -$35K | 0.03% | 378 |
|
2021
Q3 | $698K | Buy |
20,906
+454
| +2% | +$15.2K | 0.03% | 368 |
|
2021
Q2 | $689K | Sell |
20,452
-10,196
| -33% | -$344K | 0.03% | 371 |
|
2021
Q1 | $997K | Sell |
30,648
-30,940
| -50% | -$1.01M | 0.05% | 313 |
|
2020
Q4 | $2.23M | Sell |
61,588
-7,562
| -11% | -$274K | 0.11% | 191 |
|
2020
Q3 | $2.49M | Buy |
69,150
+23,208
| +51% | +$835K | 0.14% | 161 |
|
2020
Q2 | $1.56M | Sell |
45,942
-7,399
| -14% | -$251K | 0.09% | 214 |
|
2020
Q1 | $1.61M | Buy |
+53,341
| New | +$1.61M | 0.12% | 170 |
|