Auxano Advisors’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 | $1.08M | Sell |
17,265
-372
| -2% | -$23.2K | 0.25% | 49 |
|
|
2025
Q1 | $1.04M | Sell |
17,637
-737
| -4% | -$43.5K | 0.28% | 50 |
|
|
2024
Q4 | $910K | Sell |
18,374
-440
| -2% | -$21.8K | 0.23% | 63 |
|
|
2024
Q3 | $935K | Sell |
18,814
-1,159
| -6% | -$57.6K | 0.24% | 63 |
|
|
2024
Q2 | $877K | Sell |
19,973
-310
| -2% | -$13.6K | 0.24% | 69 |
|
|
2024
Q1 | $852K | Buy |
20,283
+5,213
| +35% | +$219K | 0.25% | 69 |
|
|
2023
Q4 | $588K | Buy |
15,070
+1,495
| +11% | +$58.4K | 0.2% | 77 |
|
|
2023
Q3 | $475K | Sell |
13,575
-1,055
| -7% | -$36.9K | 0.19% | 65 |
|
|
2023
Q2 | $547K | Hold |
14,630
| – | – | 0.22% | 60 |
|
|
2023
Q1 | $547K | Hold |
14,630
| – | – | 0.22% | 60 |
|
|
2022
Q4 | $506K | Buy |
14,630
+6,089
| +71% | +$211K | 0.23% | 60 |
|
|
2022
Q3 | $269K | Buy |
8,541
+85
| +1% | +$2.68K | 0.12% | 80 |
|
|
2022
Q2 | $290K | Sell |
8,456
-698
| -8% | -$23.9K | 0.14% | 64 |
|
|
2022
Q1 | $337K | Hold |
9,154
| – | – | 0.14% | 56 |
|
|
2021
Q4 | $319K | Hold |
9,154
| – | – | 0.14% | 54 |
|
|
2021
Q3 | $306K | Hold |
9,154
| – | – | 0.14% | 48 |
|
|
2021
Q2 | $309K | Buy |
9,154
+379
| +4% | +$12.8K | 0.14% | 48 |
|
|
2021
Q1 | $285K | Hold |
8,775
| – | – | 0.18% | 44 |
|
|
2020
Q4 | $318K | Hold |
8,775
| – | – | 0.21% | 39 |
|
|
2020
Q3 | $316K | Hold |
8,775
| – | – | 0.24% | 36 |
|
|
2020
Q2 | $298K | Hold |
8,775
| – | – | 0.25% | 34 |
|
|
2020
Q1 | $264K | Buy |
+8,775
| New | +$264K | 0.24% | 30 |
|