Bellecapital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.4M | Buy |
49,959
+1,962
| +4% | +$180K | 0.79% | 40 |
|
|
2025
Q4 | $3.9M | Sell |
47,997
-433
| -0.9% | -$33.9K | 0.69% | 34 |
|
|
2025
Q3 | $3.52M | Buy |
+48,430
| New | +$3.16M | 0.57% | 36 |
|
|
2021
Q2 | – | Sell |
-5,879
| Closed | -$191K | – | 188 |
|
|
2021
Q1 | $191K | Buy |
+5,879
| New | +$201K | 0.06% | 184 |
|
|
2020
Q4 | – | Sell |
-7,450
| Closed | -$268K | – | 188 |
|
|
2020
Q3 | $268K | Hold |
7,450
| – | – | 0.12% | 132 |
|
|
2020
Q2 | $253K | Hold |
7,450
| – | – | 0.12% | 130 |
|
|
2020
Q1 | $225K | Buy |
+7,450
| New | +$225K | 0.14% | 121 |
|
|
2019
Q4 | – | Sell |
-7,450
| Closed | -$210K | – | 154 |
|
|
2019
Q3 | $210K | Hold |
7,450
| – | – | 0.13% | 123 |
|
|
2019
Q2 | $201K | Hold |
7,450
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $184K | Hold |
7,450
| – | – | 0.12% | 110 |
|
|
2018
Q4 | $183K | Hold |
7,450
| – | – | 0.13% | 96 |
|
|
2018
Q3 | $170K | Hold |
7,450
| – | – | 0.11% | 83 |
|
|
2018
Q2 | $179K | Buy |
+7,450
| New | +$187K | 0.13% | 88 |
|
|
2018
Q1 | – | Sell |
-7,450
| Closed | -$186K | – | 86 |
|
|
2017
Q4 | $186K | Buy |
+7,450
| New | +$183K | 0.15% | 78 |
|
|
2017
Q3 | – | Sell |
-7,450
| Closed | -$178K | – | 75 |
|
|
2017
Q2 | $178K | Hold |
7,450
| – | – | 0.16% | 71 |
|
|
2017
Q1 | $179K | Hold |
7,450
| – | – | 0.17% | 73 |
|
|
2016
Q4 | $165K | Hold |
7,450
| – | – | 0.15% | 80 |
|
|
2016
Q3 | $189K | Hold |
7,450
| – | – | 0.21% | 68 |
|
|
2016
Q2 | $190K | Hold |
7,450
| – | – | 0.21% | 60 |
|
|
2016
Q1 | $177K | Hold |
7,450
| – | – | 0.24% | 48 |
|
|
2015
Q4 | $152K | Hold |
7,450
| – | – | 0.19% | 50 |
|
|
2015
Q3 | $161K | Hold |
7,450
| – | – | 0.24% | 46 |
|
|
2015
Q2 | $169K | Hold |
7,450
| – | – | 0.22% | 50 |
|
|
2015
Q1 | $171K | Hold |
7,450
| – | – | 0.23% | 49 |
|
|
2014
Q4 | $170K | Hold |
7,450
| – | – | 0.23% | 55 |
|
|
2014
Q3 | $174K | Hold |
7,450
| – | – | 0.2% | 53 |
|
|
2014
Q2 | $192K | Sell |
7,450
-13,700
| -65% | -$343K | 0.19% | 70 |
|
|
2014
Q1 | $526K | Buy |
21,150
+2,739
| +15% | +$68.7K | 0.46% | 52 |
|
|
2013
Q4 | $430K | Buy |
+18,411
| New | +$455K | 0.41% | 54 |
|
Other funds holding IAU
