Aspiriant LLC’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 | $481K | Buy |
7,716
+60
| +0.8% | +$3.74K | 0.02% | 202 |
|
|
2025
Q1 | $451K | Buy |
7,656
+463
| +6% | +$27.3K | 0.02% | 196 |
|
|
2024
Q4 | $356K | Hold |
7,193
| – | – | 0.01% | 220 |
|
|
2024
Q3 | $357K | Sell |
7,193
-6
| -0.1% | -$298 | 0.01% | 216 |
|
|
2024
Q2 | $316K | Buy |
7,199
+6
| +0.1% | +$264 | 0.01% | 222 |
|
|
2024
Q1 | $302K | Sell |
7,193
-242
| -3% | -$10.2K | 0.01% | 244 |
|
|
2023
Q4 | $290K | Buy |
7,435
+242
| +3% | +$9.45K | 0.01% | 243 |
|
|
2023
Q3 | $252K | Hold |
7,193
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $262K | Sell |
7,193
-72
| -1% | -$2.62K | 0.01% | 244 |
|
|
2023
Q1 | $271K | Buy |
7,265
+25
| +0.3% | +$934 | 0.01% | 228 |
|
|
2022
Q4 | $250K | Sell |
7,240
-28
| -0.4% | -$969 | 0.01% | 237 |
|
|
2022
Q3 | $228K | Sell |
7,268
-600
| -8% | -$18.8K | 0.01% | 239 |
|
|
2022
Q2 | $269K | Buy |
7,868
+1,185
| +18% | +$40.5K | 0.01% | 226 |
|
|
2022
Q1 | $246K | Sell |
6,683
-1,495
| -18% | -$55K | 0.01% | 244 |
|
|
2021
Q4 | $286K | Buy |
8,178
+1,495
| +22% | +$52.3K | 0.02% | 232 |
|
|
2021
Q3 | $223K | Sell |
6,683
-6,327
| -49% | -$211K | 0.01% | 217 |
|
|
2021
Q2 | $439K | Sell |
13,010
-2
| -0% | -$67 | 0.02% | 165 |
|
|
2021
Q1 | $423K | Sell |
13,012
-7,211
| -36% | -$234K | 0.03% | 159 |
|
|
2020
Q4 | $733K | Buy |
20,223
+12,544
| +163% | +$455K | 0.05% | 127 |
|
|
2020
Q3 | $276K | Buy |
7,679
+2,071
| +37% | +$74.4K | 0.02% | 186 |
|
|
2020
Q2 | $191K | Buy |
+5,608
| New | +$191K | 0.02% | 178 |
|
|
2019
Q3 | – | Sell |
-18,519
| Closed | -$500K | – | 223 |
|
|
2019
Q2 | $500K | Buy |
+18,519
| New | +$500K | 0.04% | 149 |
|
|
2017
Q2 | – | Sell |
-5,049
| Closed | -$122K | – | 219 |
|
|
2017
Q1 | $122K | Sell |
5,049
-7,651
| -60% | -$185K | 0.01% | 208 |
|
|
2016
Q4 | $281K | Sell |
12,700
-254
| -2% | -$5.62K | 0.03% | 164 |
|
|
2016
Q3 | $329K | Buy |
+12,954
| New | +$329K | 0.03% | 161 |
|
|
2015
Q2 | – | Sell |
-6,668
| Closed | -$153K | – | 116 |
|
|
2015
Q1 | $153K | Buy |
6,668
+65
| +1% | +$1.49K | 0.02% | 88 |
|
|
2014
Q4 | $151K | Hold |
6,603
| – | – | 0.02% | 89 |
|
|
2014
Q3 | $155K | Hold |
6,603
| – | – | 0.02% | 77 |
|
|
2014
Q2 | $170K | Buy |
+6,603
| New | +$170K | 0.02% | 78 |
|