Bellevue Asset Management’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 | $58.1K | Hold |
931
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $54.9K | Hold |
931
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $46.1K | Hold |
931
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $46.3K | Hold |
931
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $40.9K | Hold |
931
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $39.1K | Hold |
931
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $36.3K | Hold |
931
| – | – | 0.03% | 174 |
|
|
2023
Q3 | $32.6K | Hold |
931
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $33.9K | Hold |
931
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $34.8K | Hold |
931
| – | – | 0.02% | 177 |
|
|
2022
Q4 | $32.2K | Hold |
931
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $30K | Hold |
931
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $32K | Hold |
931
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $34K | Hold |
931
| – | – | 0.02% | 207 |
|
|
2021
Q4 | $32K | Hold |
931
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $31K | Hold |
931
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $31K | Hold |
931
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $30K | Hold |
931
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $33K | Hold |
931
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $33K | Hold |
931
| – | – | 0.02% | 205 |
|
|
2020
Q2 | $32K | Hold |
931
| – | – | 0.03% | 206 |
|
|
2020
Q1 | $30K | Hold |
931
| – | – | 0.03% | 220 |
|
|
2019
Q4 | $27K | Buy |
+931
| New | +$27K | 0.02% | 225 |
|