Transamerica Financial 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
Q1 | $174K | Sell |
1,977
-2,954
| -60% | -$271K | 0.01% | 415 |
|
|
2025
Q4 | $400K | Buy |
4,931
+2,491
| +102% | +$195K | 0.03% | 281 |
|
|
2025
Q3 | $178K | Buy |
2,440
+2,428
| +20,233% | +$158K | 0.01% | 345 |
|
|
2025
Q2 | $698 | Hold |
12
| – | – | ﹤0.01% | 421 |
|
|
2025
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 488 |
|
|
2024
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $1K | Sell |
12
-7
| -37% | -$328 | ﹤0.01% | 490 |
|
|
2024
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $1K | Sell |
19
-1
| -5% | -$39 | ﹤0.01% | 503 |
|
|
2023
Q4 | $1K | Sell |
20
-30
| -60% | -$1.12K | ﹤0.01% | 484 |
|
|
2023
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $2K | Sell |
50
-828
| -94% | -$31K | ﹤0.01% | 367 |
|
|
2023
Q1 | $33K | Sell |
878
-64,342
| -99% | -$2.31M | ﹤0.01% | 287 |
|
|
2022
Q4 | $2.26M | Buy |
65,220
+65,123
| +67,137% | +$2.14M | 0.32% | 55 |
|
|
2022
Q3 | $4K | Sell |
97
-54,066
| -100% | -$1.77M | ﹤0.01% | 345 |
|
|
2022
Q2 | $1.86M | Buy |
+54,163
| New | +$1.93M | 0.26% | 59 |
|
|
2020
Q3 | – | Sell |
-11,611
| Closed | -$395K | – | 315 |
|
|
2020
Q2 | $395K | Buy |
+11,611
| New | +$380K | 0.09% | 115 |
|
|
2019
Q3 | – | Sell |
-32,484
| Closed | -$878K | – | 281 |
|
|
2019
Q2 | $878K | Buy |
+32,484
| New | +$814K | 0.19% | 93 |
|
|
2019
Q1 | – | Sell |
-33,622
| Closed | -$827K | – | 253 |
|
|
2018
Q4 | $827K | Sell |
33,622
-2,707
| -7% | -$63.7K | 0.21% | 84 |
|
|
2018
Q3 | $831K | Sell |
36,329
-12,126
| -25% | -$282K | 0.18% | 101 |
|
|
2018
Q2 | $1.17M | Buy |
48,455
+21,782
| +82% | +$546K | 0.26% | 87 |
|
|
2018
Q1 | $680K | Buy |
26,673
+26,463
| +12,601% | +$676K | 0.1% | 158 |
|
|
2017
Q4 | $6K | Sell |
210
-9
| -4% | -$221 | ﹤0.01% | 279 |
|
|
2017
Q3 | $6K | Sell |
219
-21,103
| -99% | -$519K | ﹤0.01% | 281 |
|
|
2017
Q2 | $510K | Sell |
21,322
-3,232
| -13% | -$78.2K | 0.07% | 182 |
|
|
2017
Q1 | $590K | Sell |
24,554
-1,772
| -7% | -$41.6K | 0.07% | 182 |
|
|
2016
Q4 | $584K | Sell |
26,326
-838
| -3% | -$19.7K | 0.07% | 175 |
|
|
2016
Q3 | $690K | Sell |
27,164
-1,319
| -5% | -$33.9K | 0.07% | 173 |
|
|
2016
Q2 | $727K | Buy |
28,483
+5,328
| +23% | +$129K | 0.07% | 174 |
|
|
2016
Q1 | $551K | Buy |
23,155
+21,055
| +1,003% | +$482K | 0.05% | 202 |
|
|
2015
Q4 | $43K | Buy |
2,100
+399
| +23% | +$8.51K | ﹤0.01% | 422 |
|
|
2015
Q3 | $37K | Sell |
1,701
-449
| -21% | -$9.76K | ﹤0.01% | 422 |
|
|
2015
Q2 | $49K | Sell |
2,150
-200
| -9% | -$4.62K | ﹤0.01% | 459 |
|
|
2015
Q1 | $54K | Buy |
+2,350
| New | +$55.4K | ﹤0.01% | 427 |
|
|
2014
Q3 | – | Sell |
-21
| Closed | -$1K | – | 702 |
|
|
2014
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 623 |
|
|
2014
Q1 | $1K | Sell |
21
-1
| -5% | -$25 | ﹤0.01% | 588 |
|
|
2013
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 572 |
|
|
2013
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 570 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$606 | ﹤0.01% | 544 |
|
Other funds holding IAU
