ACM
Avalon Capital Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
46,118
-2,909
| -6% | -$181K | 0.77% | 37 |
|
|
2025
Q1 | $2.89M | Buy |
49,027
+18,635
| +61% | +$1.1M | 0.84% | 37 |
|
|
2024
Q4 | $1.5M | Sell |
30,392
-4,407
| -13% | -$218K | 0.49% | 46 |
|
|
2024
Q3 | $1.73M | Buy |
34,799
+650
| +2% | +$32.3K | 0.52% | 39 |
|
|
2024
Q2 | $1.5M | Buy |
34,149
+28,712
| +528% | +$1.26M | 0.48% | 35 |
|
|
2024
Q1 | $228K | Buy |
+5,437
| New | +$228K | 0.09% | 89 |
|
|
2016
Q2 | – | Sell |
-64,891
| Closed | -$771K | – | 86 |
|
|
2016
Q1 | $771K | Sell |
64,891
-1,000
| -2% | -$11.9K | 0.62% | 42 |
|
|
2015
Q4 | $674K | Buy |
+65,891
| New | +$674K | 0.61% | 46 |
|
|
2015
Q2 | – | Sell |
-175,088
| Closed | -$2.01M | – | 71 |
|
|
2015
Q1 | $2.01M | Buy |
175,088
+96,834
| +124% | +$1.11M | 1.62% | 24 |
|
|
2014
Q4 | $895K | Sell |
78,254
-52,885
| -40% | -$605K | 0.69% | 37 |
|
|
2014
Q3 | $1.53M | Sell |
131,139
-1,577
| -1% | -$18.4K | 1.28% | 26 |
|
|
2014
Q2 | $1.71M | Sell |
132,716
-113,321
| -46% | -$1.46M | 1.42% | 26 |
|
|
2014
Q1 | $3.06M | Buy |
246,037
+202,237
| +462% | +$2.52M | 2.47% | 7 |
|
|
2013
Q4 | $512K | Buy |
+43,800
| New | +$512K | 0.43% | 70 |
|