Brandywine Oak 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 | $561K | Hold |
9,000
| – | – | 0.05% | 140 |
|
|
2025
Q1 | $531K | Hold |
9,000
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $446K | Hold |
9,000
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $447K | Hold |
9,000
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $395K | Hold |
9,000
| – | – | 0.04% | 162 |
|
|
2024
Q1 | $378K | Hold |
9,000
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $351K | Hold |
9,000
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $315K | Hold |
9,000
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $328K | Hold |
9,000
| – | – | 0.04% | 187 |
|
|
2023
Q1 | $336K | Hold |
9,000
| – | – | 0.04% | 187 |
|
|
2022
Q4 | $311K | Hold |
9,000
| – | – | 0.04% | 193 |
|
|
2022
Q3 | $283K | Sell |
9,000
-200
| -2% | -$6.29K | 0.04% | 212 |
|
|
2022
Q2 | $315K | Sell |
9,200
-1
| -0% | -$34 | 0.04% | 231 |
|
|
2022
Q1 | $338K | Sell |
9,201
-1,911
| -17% | -$70.2K | 0.04% | 238 |
|
|
2021
Q4 | $386K | Sell |
11,112
-5,429
| -33% | -$189K | 0.04% | 224 |
|
|
2021
Q3 | $552K | Buy |
16,541
+1,526
| +10% | +$50.9K | 0.06% | 182 |
|
|
2021
Q2 | $506K | Buy |
15,015
+8,593
| +134% | +$290K | 0.06% | 191 |
|
|
2021
Q1 | $208K | Sell |
6,422
-146
| -2% | -$4.73K | 0.03% | 268 |
|
|
2020
Q4 | $238K | Sell |
6,568
-790,401
| -99% | -$28.6M | 0.04% | 240 |
|
|
2020
Q3 | $28.7M | Buy |
796,969
+90,034
| +13% | +$3.24M | 4.79% | 3 |
|
|
2020
Q2 | $24M | Buy |
706,935
+71,744
| +11% | +$2.44M | 4.27% | 6 |
|
|
2020
Q1 | $19.1M | Sell |
635,191
-84,084
| -12% | -$2.53M | 3.95% | 8 |
|
|
2019
Q4 | $20.9M | Buy |
719,275
+121,561
| +20% | +$3.53M | 3.8% | 7 |
|
|
2019
Q3 | $16.9M | Buy |
597,714
+2,163
| +0.4% | +$61K | 3.19% | 10 |
|
|
2019
Q2 | $16.1M | Buy |
595,551
+25,905
| +5% | +$699K | 3.21% | 10 |
|
|
2019
Q1 | $14.1M | Sell |
569,646
-41,795
| -7% | -$1.03M | 2.94% | 10 |
|
|
2018
Q4 | $15.1M | Buy |
+611,441
| New | +$15.1M | 3.4% | 8 |
|