Vanguard Capital Wealth 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 | – | Sell |
-5,417
| Closed | -$319K | – | 126 |
|
|
2025
Q1 | $319K | Sell |
5,417
-1,799
| -25% | -$106K | 0.39% | 59 |
|
|
2024
Q4 | $357K | Sell |
7,216
-62,100
| -90% | -$3.07M | 0.39% | 60 |
|
|
2024
Q3 | $3.45M | Buy |
69,316
+2,540
| +4% | +$126K | 3.62% | 6 |
|
|
2024
Q2 | $2.93M | Buy |
66,776
+19,915
| +42% | +$875K | 1.98% | 13 |
|
|
2024
Q1 | $1.97M | Buy |
46,861
+2,917
| +7% | +$123K | 1.38% | 16 |
|
|
2023
Q4 | $1.72M | Buy |
43,944
+8,775
| +25% | +$342K | 1.39% | 15 |
|
|
2023
Q3 | $1.23M | Sell |
35,169
-1,500
| -4% | -$52.5K | 1.14% | 17 |
|
|
2023
Q2 | $1.33M | Sell |
36,669
-5,439
| -13% | -$198K | 1.21% | 16 |
|
|
2023
Q1 | $1.57M | Sell |
42,108
-26,651
| -39% | -$996K | 1.57% | 15 |
|
|
2022
Q4 | $2.38M | Buy |
68,759
+59,621
| +652% | +$2.06M | 2.75% | 7 |
|
|
2022
Q3 | $289K | Sell |
9,138
-8,911
| -49% | -$282K | 0.35% | 71 |
|
|
2022
Q2 | $619K | Sell |
18,049
-19,966
| -53% | -$685K | 0.7% | 36 |
|
|
2022
Q1 | $1.4M | Sell |
38,015
-14,385
| -27% | -$530K | 1% | 24 |
|
|
2021
Q4 | $1.82M | Sell |
52,400
-76,944
| -59% | -$2.68M | 1.31% | 18 |
|
|
2021
Q3 | $4.34K | Buy |
129,344
+64,553
| +100% | +$2.17K | 2.91% | 6 |
|
|
2021
Q2 | $2.18M | Buy |
+64,791
| New | +$2.18M | 1.66% | 12 |
|
|
2021
Q1 | – | Sell |
-10,398
| Closed | -$375K | – | 148 |
|
|
2020
Q4 | $375K | Buy |
+10,398
| New | +$375K | 0.35% | 77 |
|
|
2020
Q2 | $1.53M | Buy |
+44,989
| New | +$1.53M | 1.78% | 11 |
|
|
2019
Q4 | $670K | Sell |
23,138
-1,812
| -7% | -$52.5K | 0.7% | 39 |
|
|
2019
Q3 | $703K | Buy |
24,950
+8,100
| +48% | +$228K | 0.82% | 33 |
|
|
2019
Q2 | $454K | Buy |
16,850
+6,997
| +71% | +$189K | 0.55% | 57 |
|
|
2019
Q1 | $243K | Sell |
9,853
-16,500
| -63% | -$407K | 0.31% | 93 |
|
|
2018
Q4 | $647K | Buy |
26,353
+16,713
| +173% | +$410K | 0.96% | 29 |
|
|
2018
Q3 | $220K | Sell |
9,640
-1,208
| -11% | -$27.6K | 0.25% | 106 |
|
|
2018
Q2 | $260K | Sell |
10,848
-2,243
| -17% | -$53.8K | 0.35% | 93 |
|
|
2018
Q1 | $333K | Sell |
13,091
-13,107
| -50% | -$334K | 0.44% | 68 |
|
|
2017
Q4 | $655K | Buy |
+26,198
| New | +$655K | 0.82% | 41 |
|