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 |
|