Transcend Capital 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
2025
Q3
$1.46M Buy
2025
Q2
$1.08M Sell
2025
Q1
$1.03M Buy
2024
Q4
$636K Buy
2024
Q3
$527K Buy
2024
Q2
$391K Buy
2024
Q1
$365K Hold
2023
Q4
$340K Hold
2023
Q3
$304K Hold
2023
Q2
$317K Hold
2023
Q1
$325K Hold
2022
Q4
$301K Sell
2022
Q3
$288K Sell
2022
Q2
$365K Hold
2022
Q1
$392K Buy
2021
Q4
$357K Sell
2021
Q3
$452K Sell
2021
Q2
$1.19M Sell
2021
Q1
$1.16M Sell
2020
Q4
$1.4M Sell
2020
Q3
$2.34M Buy
2020
Q2
$204K Buy