Your Advocates Ltd’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 | $51.8K | Sell |
830
-290
| -26% | -$18.1K | 0.02% | 56 |
|
2025
Q1 | $66K | Hold |
1,120
| – | – | 0.03% | 51 |
|
2024
Q4 | $55.5K | Sell |
1,120
-1,865
| -62% | -$92.3K | 0.02% | 50 |
|
2024
Q3 | $148K | Sell |
2,985
-290
| -9% | -$14.4K | 0.06% | 30 |
|
2024
Q2 | $144K | Sell |
3,275
-859
| -21% | -$37.7K | 0.06% | 30 |
|
2024
Q1 | $174K | Sell |
4,134
-342
| -8% | -$14.4K | 0.07% | 29 |
|
2023
Q4 | $175K | Sell |
4,476
-5,357
| -54% | -$209K | 0.07% | 29 |
|
2023
Q3 | $344K | Sell |
9,833
-444
| -4% | -$15.5K | 0.21% | 28 |
|
2023
Q2 | $374K | Sell |
10,277
-676
| -6% | -$24.6K | 0.19% | 24 |
|
2023
Q1 | $409K | Sell |
10,953
-689
| -6% | -$25.7K | 0.22% | 24 |
|
2022
Q4 | $403K | Buy |
11,642
+1,545
| +15% | +$53.4K | 0.23% | 27 |
|
2022
Q3 | $318K | Buy |
10,097
+2,419
| +32% | +$76.2K | 0.19% | 23 |
|
2022
Q2 | $263K | Buy |
7,678
+404
| +6% | +$13.8K | 0.16% | 24 |
|
2022
Q1 | $268K | Buy |
7,274
+246
| +4% | +$9.06K | 0.15% | 24 |
|
2021
Q4 | $245K | Buy |
7,028
+1,906
| +37% | +$66.4K | 0.14% | 25 |
|
2021
Q3 | $171K | Sell |
5,122
-1,971
| -28% | -$65.8K | 0.11% | 26 |
|
2021
Q2 | $239K | Sell |
7,093
-1
| -0% | -$34 | 0.16% | 23 |
|
2021
Q1 | $231K | Hold |
7,094
| – | – | 0.17% | 21 |
|
2020
Q4 | $257K | Buy |
7,094
+7,071
| +30,743% | +$256K | 0.19% | 22 |
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 132 |
|
2020
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 139 |
|
2020
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 115 |
|