Appleton Partners’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 | $665K | Sell |
10,670
-137
| -1% | -$8.54K | 0.05% | 160 |
|
|
2025
Q1 | $637K | Sell |
10,807
-266
| -2% | -$15.7K | 0.05% | 161 |
|
|
2024
Q4 | $548K | Sell |
11,073
-108
| -1% | -$5.35K | 0.04% | 170 |
|
|
2024
Q3 | $556K | Sell |
11,181
-376
| -3% | -$18.7K | 0.04% | 167 |
|
|
2024
Q2 | $508K | Sell |
11,557
-1,309
| -10% | -$57.5K | 0.04% | 174 |
|
|
2024
Q1 | $541K | Buy |
12,866
+997
| +8% | +$41.9K | 0.04% | 179 |
|
|
2023
Q4 | $463K | Buy |
11,869
+1,758
| +17% | +$68.6K | 0.04% | 198 |
|
|
2023
Q3 | $354K | Sell |
10,111
-459
| -4% | -$16.1K | 0.03% | 227 |
|
|
2023
Q2 | $385K | Buy |
10,570
+1,475
| +16% | +$53.7K | 0.03% | 220 |
|
|
2023
Q1 | $340K | Buy |
9,095
+254
| +3% | +$9.5K | 0.03% | 241 |
|
|
2022
Q4 | $306K | Buy |
8,841
+242
| +3% | +$8.38K | 0.03% | 252 |
|
|
2022
Q3 | $271K | Buy |
8,599
+359
| +4% | +$11.3K | 0.03% | 253 |
|
|
2022
Q2 | $283K | Buy |
8,240
+705
| +9% | +$24.2K | 0.03% | 252 |
|
|
2022
Q1 | $278K | Sell |
7,535
-333
| -4% | -$12.3K | 0.02% | 265 |
|
|
2021
Q4 | $274K | Sell |
7,868
-200
| -2% | -$6.97K | 0.02% | 274 |
|
|
2021
Q3 | $270K | Buy |
8,068
+464
| +6% | +$15.5K | 0.02% | 259 |
|
|
2021
Q2 | $256K | Sell |
7,604
-4
| -0.1% | -$135 | 0.02% | 266 |
|
|
2021
Q1 | $247K | Buy |
7,608
+1,786
| +31% | +$58K | 0.02% | 261 |
|
|
2020
Q4 | $211K | Sell |
5,822
-113
| -2% | -$4.1K | 0.02% | 265 |
|
|
2020
Q3 | $214K | Buy |
5,935
+751
| +14% | +$27.1K | 0.02% | 255 |
|
|
2020
Q2 | $176K | Buy |
+5,184
| New | +$176K | 0.02% | 252 |
|
|
2019
Q4 | – | Sell |
-5,141
| Closed | -$145K | – | 296 |
|
|
2019
Q3 | $145K | Buy |
+5,141
| New | +$145K | 0.02% | 275 |
|