United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.8M | Buy |
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|
2025
Q2 | $17.7M | Sell |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.15M | Sell |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.58M | Sell |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $909K | Buy |
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|
2018
Q4 | $899K | Buy |
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|
2018
Q3 | $647K | Sell |
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|
2018
Q2 | $720K | Buy |
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|
2018
Q1 | $737K | Buy |
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|
2017
Q4 | $616K | Sell |
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|
2017
Q3 | $624K | Sell |
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|
2017
Q2 | $613K | Buy |
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|
2017
Q1 | $602K | Sell |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $2.73M | Buy |
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|
2016
Q2 | $1.63M | Buy |
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|
2016
Q1 | $399K | Sell |
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|
2015
Q4 | $2.61M | Buy |
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|
2015
Q3 | $1.59M | Buy |
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|
2015
Q2 | $758K | Buy |
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|
2015
Q1 | $417K | Sell |
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|
2014
Q4 | $576K | Buy |
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|
2014
Q3 | $251K | Sell |
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|
2014
Q2 | $314K | Sell |
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|
2014
Q1 | $385K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $349K | Sell |
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|
2013
Q2 | $355K | Buy |
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