Allie Family Office’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 | $4.69M | Buy |
75,159
+4,139
| +6% | +$258K | 2.32% | 8 |
|
|
2025
Q1 | $4.19M | Sell |
71,020
-8,540
| -11% | -$503K | 2.29% | 9 |
|
|
2024
Q4 | $3.94M | Buy |
79,560
+2,676
| +3% | +$132K | 2.19% | 10 |
|
|
2024
Q3 | $3.81M | Sell |
76,884
-4,463
| -5% | -$221K | 2.05% | 11 |
|
|
2024
Q2 | $3.57M | Buy |
81,347
+28,085
| +53% | +$1.23M | 2.15% | 9 |
|
|
2024
Q1 | $2.24M | Sell |
53,262
-28,257
| -35% | -$1.19M | 1.32% | 16 |
|
|
2023
Q4 | $3.18M | Buy |
81,519
+22,700
| +39% | +$886K | 2.2% | 11 |
|
|
2023
Q3 | $2.06M | Sell |
58,819
-2,446
| -4% | -$85.6K | 1.66% | 13 |
|
|
2023
Q2 | $2.23M | Buy |
61,265
+9,460
| +18% | +$344K | 1.6% | 12 |
|
|
2023
Q1 | $1.94M | Sell |
51,805
-7,480
| -13% | -$280K | 1.45% | 13 |
|
|
2022
Q4 | $2.05M | Sell |
59,285
-55
| -0.1% | -$1.9K | 1.69% | 13 |
|
|
2022
Q3 | $1.87M | Buy |
59,340
+7,355
| +14% | +$232K | 1.61% | 13 |
|
|
2022
Q2 | $1.78M | Sell |
51,985
-1,400
| -3% | -$48K | 1.45% | 12 |
|
|
2022
Q1 | $1.97M | Sell |
53,385
-19,335
| -27% | -$712K | 1.51% | 15 |
|
|
2021
Q4 | $2.53M | Buy |
+72,720
| New | +$2.53M | 1.99% | 10 |
|