Aspiriant LLC’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 | $572K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $733K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $191K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $500K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $122K | Sell |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $329K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $153K | Buy |
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|
2014
Q4 | $151K | Hold |
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|
2014
Q3 | $155K | Hold |
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|
2014
Q2 | $170K | Buy |
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