United Asset Strategies’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 | $1.34M | Sell |
21,445
-8,643
| -29% | -$539K | 0.11% | 123 |
|
|
2025
Q1 | $1.77M | Sell |
30,088
-5,984
| -17% | -$353K | 0.16% | 108 |
|
|
2024
Q4 | $1.79M | Sell |
36,072
-1,725
| -5% | -$85.4K | 0.16% | 110 |
|
|
2024
Q3 | $1.88M | Sell |
37,797
-10,060
| -21% | -$500K | 0.17% | 110 |
|
|
2024
Q2 | $2.1M | Buy |
47,857
+21,528
| +82% | +$946K | 0.21% | 91 |
|
|
2024
Q1 | $1.11M | Sell |
26,329
-151
| -0.6% | -$6.34K | 0.11% | 138 |
|
|
2023
Q4 | $1.03M | Buy |
26,480
+622
| +2% | +$24.3K | 0.12% | 135 |
|
|
2023
Q3 | $905K | Sell |
25,858
-20,259
| -44% | -$709K | 0.12% | 140 |
|
|
2023
Q2 | $1.68M | Buy |
46,117
+21,925
| +91% | +$798K | 0.21% | 99 |
|
|
2023
Q1 | $904K | Buy |
24,192
+8,441
| +54% | +$315K | 0.12% | 140 |
|
|
2022
Q4 | $545K | Sell |
15,751
-2,061
| -12% | -$71.3K | 0.08% | 172 |
|
|
2022
Q3 | $562K | Sell |
17,812
-7,168
| -29% | -$226K | 0.09% | 144 |
|
|
2022
Q2 | $857K | Buy |
24,980
+409
| +2% | +$14K | 0.12% | 132 |
|
|
2022
Q1 | $905K | Buy |
24,571
+8,992
| +58% | +$331K | 0.12% | 128 |
|
|
2021
Q4 | $542K | Buy |
15,579
+1,321
| +9% | +$46K | 0.06% | 147 |
|
|
2021
Q3 | $476K | Buy |
14,258
+1,896
| +15% | +$63.3K | 0.06% | 151 |
|
|
2021
Q2 | $417K | Sell |
12,362
-2,108
| -15% | -$71.1K | 0.06% | 158 |
|
|
2021
Q1 | $471K | Sell |
14,470
-5,944
| -29% | -$193K | 0.07% | 147 |
|
|
2020
Q4 | $740K | Buy |
20,414
+29
| +0.1% | +$1.05K | 0.12% | 123 |
|
|
2020
Q3 | $733K | Buy |
20,385
+374
| +2% | +$13.4K | 0.13% | 108 |
|
|
2020
Q2 | $680K | Buy |
20,011
+198
| +1% | +$6.73K | 0.13% | 110 |
|
|
2020
Q1 | $597K | Sell |
19,813
-51,174
| -72% | -$1.54M | 0.15% | 115 |
|
|
2019
Q4 | $2.06M | Buy |
70,987
+334
| +0.5% | +$9.69K | 0.4% | 71 |
|
|
2019
Q3 | $1.99M | Sell |
70,653
-9,640
| -12% | -$272K | 0.44% | 70 |
|
|
2019
Q2 | $2.17M | Sell |
80,293
-2,197
| -3% | -$59.3K | 0.5% | 63 |
|
|
2019
Q1 | $2.04M | Sell |
82,490
-68,833
| -45% | -$1.7M | 0.48% | 62 |
|
|
2018
Q4 | $3.72M | Sell |
151,323
-1,224
| -0.8% | -$30.1K | 1.02% | 31 |
|
|
2018
Q3 | $3.49M | Buy |
152,547
+21,549
| +16% | +$493K | 0.82% | 46 |
|
|
2018
Q2 | $3.15M | Sell |
130,998
-1,499
| -1% | -$36K | 0.83% | 41 |
|
|
2018
Q1 | $3.37M | Buy |
132,497
+785
| +0.6% | +$20K | 0.99% | 37 |
|
|
2017
Q4 | $3.3M | Buy |
131,712
+11,601
| +10% | +$290K | 0.88% | 35 |
|
|
2017
Q3 | $2.96M | Sell |
120,111
-856
| -0.7% | -$21.1K | 1.68% | 20 |
|
|
2017
Q2 | $2.89M | Sell |
120,967
-107
| -0.1% | -$2.56K | 0.86% | 39 |
|
|
2017
Q1 | $2.91M | Sell |
121,074
-4,341
| -3% | -$104K | 0.89% | 38 |
|
|
2016
Q4 | $2.78M | Sell |
125,415
-3,392
| -3% | -$75.2K | 0.91% | 40 |
|
|
2016
Q3 | $3.27M | Sell |
128,807
-211
| -0.2% | -$5.36K | 1.14% | 34 |
|
|
2016
Q2 | $3.29M | Sell |
129,018
-314
| -0.2% | -$8.01K | 1.24% | 31 |
|
|
2016
Q1 | $3.07M | Sell |
129,332
-1,375
| -1% | -$32.7K | 1.37% | 28 |
|
|
2015
Q4 | $2.67M | Buy |
130,707
+27,192
| +26% | +$556K | 1.16% | 31 |
|
|
2015
Q3 | $2.23M | Sell |
103,515
-7,456
| -7% | -$161K | 1.03% | 33 |
|
|
2015
Q2 | $2.52M | Sell |
110,971
-2,040
| -2% | -$46.3K | 1.12% | 33 |
|
|
2015
Q1 | $2.59M | Sell |
113,011
-9,491
| -8% | -$217K | 1.2% | 30 |
|
|
2014
Q4 | $2.8M | Buy |
122,502
+111,172
| +981% | +$2.54M | 1.2% | 33 |
|
|
2014
Q3 | $265K | Sell |
11,330
-538
| -5% | -$12.6K | 0.12% | 108 |
|
|
2014
Q2 | $306K | Buy |
+11,868
| New | +$306K | 0.15% | 99 |
|
|
2014
Q1 | – | Sell |
-11,458
| Closed | -$268K | – | 111 |
|
|
2013
Q4 | $268K | Buy |
+11,458
| New | +$268K | 0.18% | 79 |
|