Baker Ellis Asset Management’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 | $473K | Hold |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $162K | Buy |
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|
2019
Q1 | $111K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $205K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $258K | Hold |
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|
2013
Q2 | $240K | Buy |
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