Valicenti Advisory Services’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
Q2 | $281K | Hold |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $659K | Hold |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $618K | Hold |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $625K | Hold |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $659K | Hold |
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|
2022
Q1 | $707K | Hold |
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|
2021
Q4 | $669K | Hold |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $625K | Hold |
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|
2020
Q4 | $697K | Hold |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $653K | Hold |
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|
2020
Q1 | $579K | Buy |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $248K | Hold |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $247K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $280K | Sell |
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|
2016
Q2 | $307K | Hold |
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|
2016
Q1 | $286K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $259K | Hold |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $321K | Hold |
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|
2014
Q4 | $321K | Sell |
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|
2014
Q3 | $387K | Sell |
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|
2014
Q2 | $551K | Hold |
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|
2014
Q1 | $532K | Hold |
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|
2013
Q4 | $500K | Sell |
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|
2013
Q3 | $1.77M | Sell |
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|
2013
Q2 | $1.68M | Buy |
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