Barrett & Company’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 | $62.4K | Hold |
1,000
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $59K | Hold |
1,000
| – | – | 0.03% | 247 |
|
|
2024
Q4 | $49.5K | Hold |
1,000
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $49.7K | Hold |
1,000
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $43.9K | Hold |
1,000
| – | – | 0.02% | 278 |
|
|
2024
Q1 | $42K | Hold |
1,000
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $35K | Hold |
1,000
| – | – | 0.02% | 280 |
|
|
2023
Q2 | $36.4K | Hold |
1,000
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $37.4K | Hold |
1,000
| – | – | 0.02% | 265 |
|
|
2022
Q4 | $34.6K | Hold |
1,000
| – | – | 0.02% | 259 |
|
|
2022
Q3 | $34.6K | Buy |
+1,000
| New | +$34.6K | 0.02% | 259 |
|