BCWM LLC’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 | $18.6M | Sell |
297,907
-1,350
| -0.5% | -$84.2K | 5.9% | 2 |
|
|
2025
Q1 | $17.6M | Buy |
299,257
+66,825
| +29% | +$3.94M | 6.13% | 1 |
|
|
2024
Q4 | $11.5M | Buy |
+232,432
| New | +$11.5M | 4.1% | 3 |
|
|
2024
Q2 | $10.6M | Buy |
240,178
+25,864
| +12% | +$1.14M | 3.8% | 3 |
|
|
2024
Q1 | $9M | Buy |
214,314
+32,716
| +18% | +$1.37M | 3.1% | 7 |
|
|
2023
Q4 | $7.09M | Buy |
181,598
+122
| +0.1% | +$4.76K | 2.4% | 16 |
|
|
2023
Q3 | $6.35M | Buy |
181,476
+842
| +0.5% | +$29.5K | 2.32% | 18 |
|
|
2023
Q2 | $6.57M | Sell |
180,634
-43,038
| -19% | -$1.57M | 2.17% | 20 |
|
|
2023
Q1 | $8.36M | Buy |
223,672
+1,041
| +0.5% | +$38.9K | 2.65% | 11 |
|
|
2022
Q4 | $7.7M | Buy |
222,631
+1,717
| +0.8% | +$59.4K | 2.53% | 13 |
|
|
2022
Q3 | $6.97M | Buy |
220,914
+4,123
| +2% | +$130K | 2.53% | 17 |
|
|
2022
Q2 | $7.44M | Sell |
216,791
-101,339
| -32% | -$3.48M | 2.54% | 15 |
|
|
2022
Q1 | $11.7M | Sell |
318,130
-160
| -0.1% | -$5.89K | 3.5% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
318,290
+3,747
| +1% | +$130K | 3.26% | 5 |
|
|
2021
Q3 | $10.5M | Buy |
314,543
+38,532
| +14% | +$1.29M | 3.14% | 2 |
|
|
2021
Q2 | $9.3M | Buy |
276,011
+13,591
| +5% | +$458K | 2.75% | 10 |
|
|
2021
Q1 | $8.53M | Buy |
262,420
+10,757
| +4% | +$350K | 2.52% | 18 |
|
|
2020
Q4 | $9.13M | Buy |
251,663
+9,156
| +4% | +$332K | 2.72% | 12 |
|
|
2020
Q3 | $8.73M | Buy |
242,507
+2,221
| +0.9% | +$79.9K | 2.96% | 7 |
|
|
2020
Q2 | $8.17M | Buy |
240,286
+9,365
| +4% | +$318K | 2.93% | 4 |
|
|
2020
Q1 | $6.96M | Sell |
230,921
-103,250
| -31% | -$3.11M | 2.91% | 4 |
|
|
2019
Q4 | $9.69M | Buy |
334,171
+1,161
| +0.3% | +$33.7K | 3.47% | 3 |
|
|
2019
Q3 | $9.39M | Sell |
333,010
-3,325
| -1% | -$93.8K | 3.8% | 3 |
|
|
2019
Q2 | $9.08M | Buy |
336,335
+6,243
| +2% | +$169K | 3.63% | 3 |
|
|
2019
Q1 | $8.17M | Buy |
330,092
+56,675
| +21% | +$1.4M | 3.67% | 3 |
|
|
2018
Q4 | $67.2M | Sell |
273,417
-45,085
| -14% | -$11.1M | 3.2% | 3 |
|
|
2018
Q3 | $7.28M | Buy |
318,502
+11,404
| +4% | +$261K | 3.04% | 3 |
|
|
2018
Q2 | $7.38M | Sell |
307,098
-48,297
| -14% | -$1.16M | 3.23% | 3 |
|
|
2018
Q1 | $9.05M | Buy |
355,395
+75,129
| +27% | +$1.91M | 3.85% | 3 |
|
|
2017
Q4 | $7.01M | Sell |
280,266
-43,529
| -13% | -$1.09M | 2.86% | 3 |
|
|
2017
Q3 | $7.97M | Buy |
323,795
+4,931
| +2% | +$121K | 3.34% | 3 |
|
|
2017
Q2 | $7.61M | Buy |
318,864
+10,689
| +3% | +$255K | 3.38% | 3 |
|
|
2017
Q1 | $7.4M | Buy |
308,175
+29,456
| +11% | +$707K | 3.33% | 3 |
|
|
2016
Q4 | $6.18M | Sell |
278,719
-34,874
| -11% | -$773K | 2.87% | 5 |
|
|
2016
Q3 | $7.96M | Buy |
313,593
+164,547
| +110% | +$4.18M | 3.7% | 2 |
|
|
2016
Q2 | $3.8M | Buy |
149,046
+54,642
| +58% | +$1.39M | 1.83% | 23 |
|
|
2016
Q1 | $2.24M | Buy |
94,404
+26,700
| +39% | +$634K | 1.25% | 40 |
|
|
2015
Q4 | $1.39M | Sell |
67,704
-642
| -0.9% | -$13.1K | 0.83% | 50 |
|
|
2015
Q3 | $1.47M | Sell |
68,346
-44,078
| -39% | -$951K | 0.72% | 58 |
|
|
2015
Q2 | $2.55M | Buy |
112,424
+1,892
| +2% | +$42.9K | 1.07% | 40 |
|
|
2015
Q1 | $25.3M | Buy |
110,532
+2,106
| +2% | +$482K | 1.17% | 37 |
|
|
2014
Q4 | $24.8M | Buy |
108,426
+25,168
| +30% | +$5.76M | 1.2% | 40 |
|
|
2014
Q3 | $19.5K | Buy |
83,258
+1,938
| +2% | +$454 | 0.98% | 46 |
|
|
2014
Q2 | $2.1M | Buy |
81,320
+387
| +0.5% | +$9.97K | 1.07% | 41 |
|
|
2014
Q1 | $2.01M | Buy |
80,933
+1,834
| +2% | +$45.6K | 1.06% | 42 |
|
|
2013
Q4 | $1.85M | Sell |
79,099
-25,029
| -24% | -$585K | 1.05% | 45 |
|
|
2013
Q3 | $2.68M | Sell |
104,128
-106
| -0.1% | -$2.73K | 1.64% | 25 |
|
|
2013
Q2 | $2.5M | Buy |
+104,234
| New | +$2.5M | 1.52% | 30 |
|