Boston Family Office’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 | $772K | Hold |
12,421
| – | – | 0.05% | 179 |
|
|
2025
Q1 | $732K | Hold |
12,421
| – | – | 0.05% | 177 |
|
|
2024
Q4 | $615K | Hold |
12,421
| – | – | 0.04% | 179 |
|
|
2024
Q3 | $617K | Sell |
12,421
-3,144
| -20% | -$156K | 0.04% | 185 |
|
|
2024
Q2 | $684K | Buy |
15,565
+6,290
| +68% | +$276K | 0.05% | 170 |
|
|
2024
Q1 | $390K | Hold |
9,275
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $362K | Sell |
9,275
-1,500
| -14% | -$58.5K | 0.03% | 210 |
|
|
2023
Q3 | $377K | Hold |
10,775
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $392K | Sell |
10,775
-1,500
| -12% | -$54.6K | 0.03% | 210 |
|
|
2023
Q1 | $458K | Hold |
12,275
| – | – | 0.04% | 201 |
|
|
2022
Q4 | $425K | Sell |
12,275
-4,000
| -25% | -$138K | 0.04% | 210 |
|
|
2022
Q3 | $514K | Hold |
16,275
| – | – | 0.05% | 189 |
|
|
2022
Q2 | $558K | Sell |
16,275
-2,000
| -11% | -$68.6K | 0.05% | 188 |
|
|
2022
Q1 | $673K | Hold |
18,275
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $636K | Sell |
18,275
-5,000
| -21% | -$174K | 0.04% | 195 |
|
|
2021
Q3 | $778K | Hold |
23,275
| – | – | 0.06% | 171 |
|
|
2021
Q2 | $785K | Hold |
23,275
| – | – | 0.06% | 173 |
|
|
2021
Q1 | $919K | Sell |
23,275
-5,000
| -18% | -$197K | 0.07% | 165 |
|
|
2020
Q4 | $1.03M | Buy |
+28,275
| New | +$1.03M | 0.08% | 158 |
|