Biltmore Family Office’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 | $58.4M | Sell |
662,025
-1,196
| -0.2% | -$110K | 8.16% | 2 |
|
|
2025
Q4 | $53.8M | Sell |
663,221
-50,358
| -7% | -$3.94M | 7.43% | 2 |
|
|
2025
Q3 | $51.9M | Buy |
713,579
+11,490
| +2% | +$750K | 7.39% | 2 |
|
|
2025
Q2 | $43.8M | Sell |
702,089
-17,431
| -2% | -$1.08M | 7.4% | 2 |
|
|
2025
Q1 | $42.4M | Sell |
719,520
-5,046
| -0.7% | -$273K | 7.23% | 2 |
|
|
2024
Q4 | $35.9M | Sell |
724,566
-3,213
| -0.4% | -$161K | 6.02% | 2 |
|
|
2024
Q3 | $36.2M | Buy |
727,779
+4,914
| +0.7% | +$230K | 6.19% | 2 |
|
|
2024
Q2 | $31.8M | Buy |
722,865
+16,996
| +2% | +$751K | 5.85% | 3 |
|
|
2024
Q1 | $29.7M | Buy |
705,869
+65,995
| +10% | +$2.59M | 5.84% | 3 |
|
|
2023
Q4 | $25M | Sell |
639,874
-44,620
| -7% | -$1.67M | 5.14% | 3 |
|
|
2023
Q3 | $24M | Sell |
684,494
-16,344
| -2% | -$596K | 5.43% | 3 |
|
|
2023
Q2 | $25.5M | Sell |
700,838
-1,871
| -0.3% | -$70.1K | 5.39% | 3 |
|
|
2023
Q1 | $26.3M | Sell |
702,709
-27,539
| -4% | -$988K | 5.54% | 3 |
|
|
2022
Q4 | $25.3M | Sell |
730,248
-46,573
| -6% | -$1.53M | 5.2% | 3 |
|
|
2022
Q3 | $24.5M | Buy |
776,821
+8,906
| +1% | +$292K | 5.61% | 3 |
|
|
2022
Q2 | $26.3M | Buy |
767,915
+3,110
| +0.4% | +$111K | 6.58% | 2 |
|
|
2022
Q1 | $28.2M | Buy |
764,805
+60,663
| +9% | +$2.17M | 6.03% | 2 |
|
|
2021
Q4 | $24.5M | Buy |
704,142
+34,354
| +5% | +$1.17M | 4.66% | 2 |
|
|
2021
Q3 | $22.4M | Buy |
669,788
+139,563
| +26% | +$4.75M | 5.41% | 2 |
|
|
2021
Q2 | $17.9M | Buy |
530,225
+71,293
| +16% | +$2.46M | 5.07% | 2 |
|
|
2021
Q1 | $14.9M | Buy |
458,932
+9,662
| +2% | +$330K | 4.65% | 2 |
|
|
2020
Q4 | $16.3M | Buy |
449,270
+40,479
| +10% | +$1.45M | 4.89% | 2 |
|
|
2020
Q3 | $14.7M | Buy |
408,791
+99,734
| +32% | +$3.64M | 8.22% | 2 |
|
|
2020
Q2 | $10.5M | Buy |
309,057
+14,326
| +5% | +$469K | 6.33% | 1 |
|
|
2020
Q1 | $8.88M | Sell |
294,731
-110,790
| -27% | -$3.35M | 5.84% | 1 |
|
|
2019
Q4 | $11.8M | Buy |
405,521
+46,432
| +13% | +$1.32M | 4.73% | 2 |
|
|
2019
Q3 | $10.1M | Buy |
359,089
+49,202
| +16% | +$1.39M | 4.37% | 2 |
|
|
2019
Q2 | $8.37M | Sell |
309,887
-13,765
| -4% | -$345K | 4.53% | 1 |
|
|
2019
Q1 | $8.01M | Buy |
323,652
+13,212
| +4% | +$330K | 4.07% | 1 |
|
|
2018
Q4 | $7.63M | Sell |
310,440
-5,980
| -2% | -$141K | 4.31% | 1 |
|
|
2018
Q3 | $7.23M | Buy |
316,420
+2,470
| +0.8% | +$57.4K | 3.44% | 1 |
|
|
2018
Q2 | $7.55M | Buy |
313,950
+18,430
| +6% | +$462K | 3.75% | 2 |
|
|
2018
Q1 | $7.52M | Buy |
295,520
+1,812
| +0.6% | +$46.3K | 3.34% | 2 |
|
|
2017
Q4 | $7.35M | Buy |
+293,708
| New | +$7.21M | 3.32% | 2 |
|
Other funds holding IAU
