Bank Julius Baer & Co’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
$11.8M Sell
189,274
-16,436
-8% -$1.02M 0.04% 177
2025
Q1
$13.7M Sell
205,710
-57,209
-22% -$3.81M 0.04% 171
2024
Q4
$14.4M Buy
262,919
+10,200
+4% +$557K 0.04% 181
2024
Q3
$14.9M Sell
252,719
-33,874
-12% -$2M 0.05% 159
2024
Q2
$14M Buy
286,593
+93,525
+48% +$4.57M 0.05% 143
2024
Q1
$8.11M Buy
193,068
+78,955
+69% +$3.32M 0.03% 179
2023
Q4
$4.45M Sell
114,113
-234,543
-67% -$9.15M 0.02% 211
2023
Q3
$12.2M Sell
348,656
-341,231
-49% -$11.9M 0.07% 139
2023
Q2
$25.1M Sell
689,887
-258,145
-27% -$9.39M 0.15% 107
2023
Q1
$35.4M Buy
948,032
+935,109
+7,236% +$34.9M 0.23% 100
2022
Q4
$447K Sell
12,923
-211
-2% -$7.3K ﹤0.01% 351
2022
Q3
$414K Sell
13,134
-893,895
-99% -$28.2M ﹤0.01% 348
2022
Q2
$31.1M Buy
+907,029
New +$31.1M 0.22% 84
2022
Q1
Sell
-8,463
Closed -$295K 678
2021
Q4
$295K Sell
8,463
-13,572
-62% -$473K ﹤0.01% 488
2021
Q3
$736K Sell
22,035
-301,489
-93% -$10.1M ﹤0.01% 373
2021
Q2
$10.9M Buy
323,524
+232,420
+255% +$7.83M 0.07% 161
2021
Q1
$2.96M Sell
91,104
-405,477
-82% -$13.2M 0.02% 232
2020
Q4
$18M Buy
496,581
+36,505
+8% +$1.32M 0.15% 108
2020
Q3
$16.6M Buy
460,076
+11,061
+2% +$398K 0.16% 97
2020
Q2
$15.3M Sell
449,015
-55,826
-11% -$1.9M 0.18% 95
2020
Q1
$15.2M Buy
+504,841
New +$15.2M 0.35% 70