Altman 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
$4.7M Buy
85,454
+321
+0.4% +$17.7K 1.92% 9
2025
Q1
$4.66M Sell
85,133
-2,663
-3% -$146K 2.15% 8
2024
Q4
$3.93M Buy
87,796
+7,852
+10% +$351K 1.67% 12
2024
Q3
$3.97M Buy
79,944
+708
+0.9% +$35.2K 1.77% 9
2024
Q2
$3.48M Buy
79,236
+555
+0.7% +$24.4K 1.98% 8
2024
Q1
$3.34M Buy
78,681
+2,359
+3% +$100K 1.63% 10
2023
Q4
$2.98M Sell
76,322
-1,517
-2% -$59.2K 1.56% 12
2023
Q3
$2.72M Buy
+77,839
New +$2.72M 1.7% 9
2023
Q1
$1.78M Sell
75,991
-2,010
-3% -$47.2K 1.63% 8
2022
Q4
$2.78M Sell
78,001
-3,886
-5% -$138K 1.71% 15
2022
Q3
$2.58M Sell
81,887
-4,954
-6% -$156K 1.63% 15
2022
Q2
$2.9M Buy
86,841
+17,603
+25% +$588K 1.65% 14
2022
Q1
$2.55M Buy
69,238
+1,066
+2% +$39.3K 1.32% 25
2021
Q4
$2.38M Buy
68,172
+6,118
+10% +$213K 1.45% 29
2021
Q3
$2.11M Buy
+62,054
New +$2.11M 1.17% 39