Ashford Capital Management’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 | $258K | Sell |
4,138
-2,463
| -37% | -$154K | 0.03% | 97 |
|
|
2025
Q1 | $389K | Sell |
6,601
-2,110
| -24% | -$124K | 0.05% | 87 |
|
|
2024
Q4 | $431K | Hold |
8,711
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $433K | Buy |
8,711
+447
| +5% | +$22.2K | 0.05% | 90 |
|
|
2024
Q2 | $363K | Sell |
8,264
-1,229
| -13% | -$54K | 0.05% | 89 |
|
|
2024
Q1 | $399K | Hold |
9,493
| – | – | 0.05% | 82 |
|
|
2023
Q4 | $371K | Hold |
9,493
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $332K | Buy |
+9,493
| New | +$332K | 0.05% | 86 |
|