United Capital Financial Advisors’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 | $17.7M | Sell |
283,060
-120,131
| -30% | -$7.49M | 0.14% | 127 |
|
|
2025
Q1 | $23.8M | Buy |
403,191
+183,063
| +83% | +$10.8M | 0.2% | 99 |
|
|
2024
Q4 | $10.9M | Buy |
220,128
+205,834
| +1,440% | +$10.2M | 0.09% | 168 |
|
|
2024
Q3 | $710K | Buy |
14,294
+132
| +0.9% | +$6.56K | 0.01% | 628 |
|
|
2024
Q2 | $622K | Sell |
14,162
-2,620
| -16% | -$115K | 0.01% | 643 |
|
|
2024
Q1 | $705K | Sell |
16,782
-2,607
| -13% | -$110K | 0.01% | 641 |
|
|
2023
Q4 | $757K | Sell |
19,389
-11,146
| -37% | -$435K | 0.01% | 622 |
|
|
2023
Q3 | $1.07M | Sell |
30,535
-4,522
| -13% | -$158K | 0.01% | 505 |
|
|
2023
Q2 | $1.28M | Sell |
35,057
-13,060
| -27% | -$475K | 0.01% | 504 |
|
|
2023
Q1 | $1.8M | Buy |
48,117
+1,899
| +4% | +$71K | 0.01% | 467 |
|
|
2022
Q4 | $1.6M | Sell |
46,218
-6,021
| -12% | -$208K | 0.01% | 524 |
|
|
2022
Q3 | $1.65M | Sell |
52,239
-5,796
| -10% | -$183K | 0.01% | 507 |
|
|
2022
Q2 | $1.99M | Sell |
58,035
-324
| -0.6% | -$11.1K | 0.01% | 490 |
|
|
2022
Q1 | $2.15M | Sell |
58,359
-1,066
| -2% | -$39.3K | 0.01% | 499 |
|
|
2021
Q4 | $2.07M | Sell |
59,425
-11,618
| -16% | -$405K | 0.01% | 531 |
|
|
2021
Q3 | $2.37M | Buy |
71,043
+8,355
| +13% | +$279K | 0.01% | 492 |
|
|
2021
Q2 | $2.11M | Buy |
62,688
+8,863
| +16% | +$299K | 0.01% | 523 |
|
|
2021
Q1 | $1.75M | Buy |
53,825
+2,429
| +5% | +$79K | 0.01% | 537 |
|
|
2020
Q4 | $1.86M | Buy |
51,396
+2,424
| +5% | +$87.9K | 0.01% | 520 |
|
|
2020
Q3 | $1.76M | Buy |
48,972
+2,508
| +5% | +$90.2K | 0.01% | 532 |
|
|
2020
Q2 | $1.58M | Sell |
46,464
-2,396
| -5% | -$81.4K | 0.01% | 558 |
|
|
2020
Q1 | $1.47M | Buy |
48,860
+5,498
| +13% | +$166K | 0.01% | 552 |
|
|
2019
Q4 | $1.26M | Sell |
43,362
-3,282
| -7% | -$95.1K | 0.01% | 699 |
|
|
2019
Q3 | $1.32M | Buy |
46,644
+673
| +1% | +$19K | 0.01% | 666 |
|
|
2019
Q2 | $1.24M | Buy |
45,971
+9,265
| +25% | +$250K | 0.01% | 738 |
|
|
2019
Q1 | $909K | Buy |
36,706
+126
| +0.3% | +$3.12K | 0.01% | 794 |
|
|
2018
Q4 | $899K | Buy |
36,580
+8,268
| +29% | +$203K | 0.01% | 740 |
|
|
2018
Q3 | $647K | Sell |
28,312
-1,634
| -5% | -$37.3K | ﹤0.01% | 905 |
|
|
2018
Q2 | $720K | Buy |
29,946
+983
| +3% | +$23.6K | 0.01% | 847 |
|
|
2018
Q1 | $737K | Buy |
28,963
+4,351
| +18% | +$111K | 0.01% | 850 |
|
|
2017
Q4 | $616K | Sell |
24,612
-754
| -3% | -$18.9K | ﹤0.01% | 906 |
|
|
2017
Q3 | $624K | Sell |
25,366
-297
| -1% | -$7.31K | 0.01% | 900 |
|
|
2017
Q2 | $613K | Buy |
25,663
+618
| +2% | +$14.8K | 0.01% | 879 |
|
|
2017
Q1 | $602K | Sell |
25,045
-47,907
| -66% | -$1.15M | 0.01% | 870 |
|
|
2016
Q4 | $1.62M | Sell |
72,952
-34,639
| -32% | -$768K | 0.02% | 614 |
|
|
2016
Q3 | $2.73M | Buy |
107,591
+44,965
| +72% | +$1.14M | 0.03% | 508 |
|
|
2016
Q2 | $1.63M | Buy |
62,626
+45,840
| +273% | +$1.19M | 0.02% | 604 |
|
|
2016
Q1 | $399K | Sell |
16,786
-110,643
| -87% | -$2.63M | ﹤0.01% | 938 |
|
|
2015
Q4 | $2.61M | Buy |
127,429
+53,483
| +72% | +$1.09M | 0.03% | 493 |
|
|
2015
Q3 | $1.59M | Buy |
73,946
+40,518
| +121% | +$873K | 0.02% | 567 |
|
|
2015
Q2 | $758K | Buy |
33,428
+15,207
| +83% | +$345K | 0.01% | 785 |
|
|
2015
Q1 | $417K | Sell |
18,221
-6,939
| -28% | -$159K | 0.01% | 971 |
|
|
2014
Q4 | $576K | Buy |
25,160
+14,418
| +134% | +$330K | 0.01% | 780 |
|
|
2014
Q3 | $251K | Sell |
10,742
-1,450
| -12% | -$33.9K | ﹤0.01% | 974 |
|
|
2014
Q2 | $314K | Sell |
12,192
-3,269
| -21% | -$84.2K | 0.01% | 743 |
|
|
2014
Q1 | $385K | Buy |
+15,461
| New | +$385K | 0.01% | 707 |
|
|
2013
Q4 | – | Sell |
-13,545
| Closed | -$349K | – | 701 |
|
|
2013
Q3 | $349K | Sell |
13,545
-1,247
| -8% | -$32.1K | 0.01% | 524 |
|
|
2013
Q2 | $355K | Buy |
+14,792
| New | +$355K | 0.01% | 567 |
|