VA
Valmark Advisers’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
10,493
+1,022
| +11% | +$63.7K | 0.01% | 403 |
|
|
2025
Q1 | $558K | Sell |
9,471
-268
| -3% | -$15.8K | 0.01% | 402 |
|
|
2024
Q4 | $482K | Sell |
9,739
-3,416
| -26% | -$169K | 0.01% | 422 |
|
|
2024
Q3 | $654K | Buy |
13,155
+4,473
| +52% | +$222K | 0.01% | 370 |
|
|
2024
Q2 | $381K | Buy |
8,682
+212
| +3% | +$9.31K | 0.01% | 432 |
|
|
2024
Q1 | $356K | Sell |
8,470
-829
| -9% | -$34.8K | 0.01% | 427 |
|
|
2023
Q4 | $363K | Buy |
9,299
+142
| +2% | +$5.54K | 0.01% | 397 |
|
|
2023
Q3 | $320K | Sell |
9,157
-25
| -0.3% | -$875 | 0.01% | 385 |
|
|
2023
Q2 | $334K | Sell |
9,182
-1,586
| -15% | -$57.7K | 0.01% | 386 |
|
|
2023
Q1 | $402K | Sell |
10,768
-221
| -2% | -$8.26K | 0.01% | 350 |
|
|
2022
Q4 | $380K | Sell |
10,989
-113
| -1% | -$3.91K | 0.01% | 339 |
|
|
2022
Q3 | $350K | Buy |
11,102
+3,306
| +42% | +$104K | 0.01% | 329 |
|
|
2022
Q2 | $267K | Sell |
7,796
-312,402
| -98% | -$10.7M | 0.01% | 363 |
|
|
2022
Q1 | $11.8M | Buy |
320,198
+19,117
| +6% | +$704K | 0.21% | 50 |
|
|
2021
Q4 | $10.5M | Sell |
301,081
-1,058
| -0.4% | -$36.8K | 0.18% | 48 |
|
|
2021
Q3 | $10.1M | Buy |
302,139
+11,963
| +4% | +$400K | 0.18% | 45 |
|
|
2021
Q2 | $9.78M | Sell |
290,176
-251,577
| -46% | -$8.48M | 0.18% | 45 |
|
|
2021
Q1 | $8.81M | Buy |
541,753
+24,661
| +5% | +$401K | 0.17% | 43 |
|
|
2020
Q4 | $9.38M | Buy |
517,092
+47,198
| +10% | +$856K | 0.19% | 38 |
|
|
2020
Q3 | $8.45M | Buy |
469,894
+158,200
| +51% | +$2.85M | 0.19% | 37 |
|
|
2020
Q2 | $5.3M | Buy |
311,694
+299,570
| +2,471% | +$5.09M | 0.12% | 46 |
|
|
2020
Q1 | $183K | Buy |
12,124
+23
| +0.2% | +$347 | ﹤0.01% | 222 |
|
|
2019
Q4 | $175K | Sell |
12,101
-513
| -4% | -$7.42K | ﹤0.01% | 231 |
|
|
2019
Q3 | $178K | Hold |
12,614
| – | – | ﹤0.01% | 236 |
|
|
2019
Q2 | $170K | Hold |
12,614
| – | – | ﹤0.01% | 226 |
|
|
2019
Q1 | $156K | Sell |
12,614
-104
| -0.8% | -$1.29K | ﹤0.01% | 218 |
|
|
2018
Q4 | $156K | Buy |
12,718
+104
| +0.8% | +$1.28K | ﹤0.01% | 199 |
|
|
2018
Q3 | $144K | Buy |
12,614
+2,175
| +21% | +$24.8K | ﹤0.01% | 201 |
|
|
2018
Q2 | $125K | Sell |
10,439
-2,610
| -20% | -$31.3K | ﹤0.01% | 187 |
|
|
2018
Q1 | $166K | Sell |
13,049
-602
| -4% | -$7.66K | ﹤0.01% | 189 |
|
|
2017
Q4 | $171K | Buy |
+13,651
| New | +$171K | ﹤0.01% | 187 |
|