Ashford Capital Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$258K Sell
2025
Q1
$389K Sell
2024
Q4
$431K Hold
2024
Q3
$433K Buy
2024
Q2
$363K Sell
2024
Q1
$399K Hold
2023
Q4
$371K Hold
2023
Q3
$332K Buy