BOK Financial Private Wealth’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 | $2.5M | Buy |
40,031
+22,912
| +134% | +$1.43M | 0.17% | 46 |
|
|
2025
Q1 | $1.01M | Sell |
17,119
-70
| -0.4% | -$4.13K | 0.08% | 90 |
|
|
2024
Q4 | $851K | Buy |
17,189
+70
| +0.4% | +$3.47K | 0.06% | 104 |
|
|
2024
Q3 | $851K | Sell |
17,119
-1,196
| -7% | -$59.4K | 0.06% | 107 |
|
|
2024
Q2 | $805K | Sell |
18,315
-2,780
| -13% | -$122K | 0.06% | 109 |
|
|
2024
Q1 | $886K | Sell |
21,095
-3,951
| -16% | -$166K | 0.07% | 105 |
|
|
2023
Q4 | $978K | Sell |
25,046
-35,699
| -59% | -$1.39M | 0.08% | 96 |
|
|
2023
Q3 | $2.13M | Sell |
60,745
-1,257,857
| -95% | -$44M | 0.19% | 68 |
|
|
2023
Q2 | $48M | Sell |
1,318,602
-82,788
| -6% | -$3.01M | 3.91% | 9 |
|
|
2023
Q1 | $52.4M | Sell |
1,401,390
-61,546
| -4% | -$2.3M | 4.21% | 8 |
|
|
2022
Q4 | $50.6M | Buy |
1,462,936
+17,257
| +1% | +$597K | 4.2% | 9 |
|
|
2022
Q3 | $45.6M | Buy |
1,445,679
+117,640
| +9% | +$3.71M | 4.1% | 7 |
|
|
2022
Q2 | $45.6M | Buy |
1,328,039
+188,746
| +17% | +$6.48M | 4.05% | 7 |
|
|
2022
Q1 | $42M | Buy |
+1,139,293
| New | +$42M | 2.98% | 8 |
|