Valmark Advisers’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 | $654K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.78M | Buy |
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|
2021
Q1 | $8.81M | Buy |
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|
2020
Q4 | $9.38M | Buy |
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|
2020
Q3 | $8.45M | Buy |
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|
2020
Q2 | $5.3M | Buy |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $175K | Sell |
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|
2019
Q3 | $178K | Hold |
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|
2019
Q2 | $170K | Hold |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $156K | Buy |
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|
2018
Q3 | $144K | Buy |
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|
2018
Q2 | $125K | Sell |
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|
2018
Q1 | $166K | Sell |
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|
2017
Q4 | $171K | Buy |
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