Bradley Foster & Sargent’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
2025
Q2
$4.17M Buy
2025
Q1
$3.79M Hold
2024
Q4
$3.19M Sell
2024
Q3
$3.22M Sell
2024
Q2
$2.95M Sell
2024
Q1
$2.83M Buy
2023
Q4
$2.49M Sell
2023
Q3
$2.39M Hold
2023
Q2
$2.39M Buy
2023
Q1
$2.43M Buy
2022
Q4
$2.25M Buy
2022
Q3
$611K Sell
2022
Q2
$666K Buy
2022
Q1
$609K Buy
2013
Q3
Sell
2013
Q2
$340K Buy