Brown Advisory’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
$12.3M Sell
197,060
-6,968
-3% -$435K 0.02% 378
2025
Q1
$12M Buy
204,028
+14,630
+8% +$863K 0.02% 372
2024
Q4
$9.38M Buy
189,398
+12,696
+7% +$629K 0.01% 438
2024
Q3
$8.78M Buy
176,702
+4,663
+3% +$232K 0.01% 435
2024
Q2
$7.56M Sell
172,039
-1,240
-0.7% -$54.5K 0.01% 450
2024
Q1
$7.28M Buy
173,279
+5,823
+3% +$245K 0.01% 454
2023
Q4
$6.54M Sell
167,456
-9,590
-5% -$374K 0.01% 454
2023
Q3
$6.19M Buy
177,046
+56,286
+47% +$1.97M 0.01% 445
2023
Q2
$4.39M Buy
120,760
+5,472
+5% +$199K 0.01% 494
2023
Q1
$4.31M Buy
115,288
+40,057
+53% +$1.5M 0.01% 498
2022
Q4
$2.6M Buy
75,231
+35,417
+89% +$1.23M ﹤0.01% 563
2022
Q3
$1.26M Sell
39,814
-3,297
-8% -$104K ﹤0.01% 663
2022
Q2
$1.48M Buy
43,111
+30,127
+232% +$1.03M ﹤0.01% 624
2022
Q1
$478K Buy
+12,984
New +$478K ﹤0.01% 870