Avalon Investment & Advisory’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
2023
Q1
$1.06M Hold
2022
Q4
$978K Buy
2022
Q3
$879K Hold
2022
Q2
$956K Hold
2022
Q1
$1.03M Sell
2021
Q4
$971K Sell
2021
Q3
$941K Buy
2021
Q2
$940K Buy
2021
Q1
$859K Buy
2020
Q4
$947K Hold
2020
Q3
$940K Buy
2020
Q2
$298K Hold
2020
Q1
$265K Hold
2019
Q4
$255K Sell
2019
Q3
$271K Buy