Beckerman Institutional’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
$491K Sell
7,879
-1,264
-14% -$78.8K 0.33% 71
2025
Q1
$539K Buy
9,143
+113
+1% +$6.66K 0.39% 65
2024
Q4
$447K Buy
9,030
+2,034
+29% +$101K 0.36% 66
2024
Q3
$348K Buy
+6,996
New +$348K 0.29% 75