Valeo 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 | $1.33M | Buy |
21,347
+4,820
| +29% | +$301K | 0.03% | 232 |
|
|
2025
Q1 | $974K | Sell |
16,527
-784
| -5% | -$46.2K | 0.03% | 268 |
|
|
2024
Q4 | $857K | Buy |
17,311
+377
| +2% | +$18.7K | 0.02% | 296 |
|
|
2024
Q3 | $842K | Buy |
16,934
+1,484
| +10% | +$73.8K | 0.02% | 287 |
|
|
2024
Q2 | $679K | Buy |
15,450
+5,828
| +61% | +$256K | 0.02% | 306 |
|
|
2024
Q1 | $422K | Buy |
9,622
+31
| +0.3% | +$1.36K | 0.02% | 422 |
|
|
2023
Q4 | $374K | Sell |
9,591
-175
| -2% | -$6.83K | 0.02% | 427 |
|
|
2023
Q3 | $342K | Buy |
9,766
+23
| +0.2% | +$805 | 0.02% | 424 |
|
|
2023
Q2 | $355K | Sell |
9,743
-486
| -5% | -$17.7K | 0.02% | 394 |
|
|
2023
Q1 | $382K | Sell |
10,229
-1,270
| -11% | -$47.5K | 0.02% | 381 |
|
|
2022
Q4 | $398K | Sell |
11,499
-1,115
| -9% | -$38.6K | 0.02% | 323 |
|
|
2022
Q3 | $398K | Sell |
12,614
-1,527
| -11% | -$48.2K | 0.03% | 285 |
|
|
2022
Q2 | $485K | Sell |
14,141
-76
| -0.5% | -$2.61K | 0.03% | 255 |
|
|
2022
Q1 | $524K | Buy |
14,217
+280
| +2% | +$10.3K | 0.03% | 302 |
|
|
2021
Q4 | $485K | Buy |
13,937
+2,482
| +22% | +$86.4K | 0.03% | 307 |
|
|
2021
Q3 | $383K | Buy |
11,455
+683
| +6% | +$22.8K | 0.02% | 337 |
|
|
2021
Q2 | $363K | Buy |
10,772
+164
| +2% | +$5.53K | 0.02% | 304 |
|
|
2021
Q1 | $345K | Buy |
10,608
+92
| +0.9% | +$2.99K | 0.02% | 326 |
|
|
2020
Q4 | $381K | Buy |
10,516
+515
| +5% | +$18.7K | 0.02% | 281 |
|
|
2020
Q3 | $360K | Sell |
10,001
-2,816
| -22% | -$101K | 0.03% | 223 |
|
|
2020
Q2 | $436K | Buy |
12,817
+1,737
| +16% | +$59.1K | 0.04% | 198 |
|
|
2020
Q1 | $357K | Sell |
11,080
-2,625
| -19% | -$84.6K | 0.04% | 208 |
|
|
2019
Q4 | $397K | Buy |
13,705
+890
| +7% | +$25.8K | 0.04% | 222 |
|
|
2019
Q3 | $361K | Hold |
12,815
| – | – | 0.04% | 208 |
|
|
2019
Q2 | $346K | Sell |
12,815
-45
| -0.3% | -$1.22K | 0.04% | 213 |
|
|
2019
Q1 | $318K | Buy |
12,860
+100
| +0.8% | +$2.47K | 0.04% | 215 |
|
|
2018
Q4 | $314K | Hold |
12,760
| – | – | 0.04% | 205 |
|
|
2018
Q3 | $298K | Sell |
12,760
-973
| -7% | -$22.7K | 0.04% | 222 |
|
|
2018
Q2 | $315K | Buy |
13,733
+1,018
| +8% | +$23.4K | 0.04% | 217 |
|
|
2018
Q1 | $324K | Buy |
12,715
+3,275
| +35% | +$83.5K | 0.05% | 201 |
|
|
2017
Q4 | $236K | Buy |
9,440
+3,690
| +64% | +$92.3K | 0.04% | 221 |
|
|
2017
Q3 | $142K | Buy |
+5,750
| New | +$142K | 0.03% | 241 |
|