Bradley Foster & Sargent’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 | $4.17M | Buy |
66,925
+2,566
| +4% | +$160K | 0.07% | 170 |
|
|
2025
Q1 | $3.79M | Hold |
64,359
| – | – | 0.06% | 163 |
|
|
2024
Q4 | $3.19M | Sell |
64,359
-463
| -0.7% | -$22.9K | 0.05% | 174 |
|
|
2024
Q3 | $3.22M | Sell |
64,822
-2,231
| -3% | -$111K | 0.05% | 172 |
|
|
2024
Q2 | $2.95M | Sell |
67,053
-287
| -0.4% | -$12.6K | 0.05% | 176 |
|
|
2024
Q1 | $2.83M | Buy |
67,340
+3,661
| +6% | +$154K | 0.05% | 180 |
|
|
2023
Q4 | $2.49M | Sell |
63,679
-2,068
| -3% | -$80.7K | 0.05% | 183 |
|
|
2023
Q3 | $2.39M | Hold |
65,747
| – | – | 0.05% | 196 |
|
|
2023
Q2 | $2.39M | Buy |
65,747
+692
| +1% | +$25.2K | 0.05% | 196 |
|
|
2023
Q1 | $2.43M | Buy |
65,055
+28
| +0% | +$1.05K | 0.06% | 176 |
|
|
2022
Q4 | $2.25M | Buy |
65,027
+45,639
| +235% | +$1.58M | 0.06% | 172 |
|
|
2022
Q3 | $611K | Sell |
19,388
-21
| -0.1% | -$662 | 0.02% | 288 |
|
|
2022
Q2 | $666K | Buy |
19,409
+2,871
| +17% | +$98.5K | 0.02% | 281 |
|
|
2022
Q1 | $609K | Buy |
+16,538
| New | +$609K | 0.01% | 325 |
|
|
2013
Q3 | – | Sell |
-14,165
| Closed | -$340K | – | 344 |
|
|
2013
Q2 | $340K | Buy |
+14,165
| New | +$340K | 0.02% | 257 |
|