Caldwell Sutter Capital’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 | $222K | Hold |
3,565
| – | – | 0.1% | 186 |
|
|
2025
Q1 | $210K | Hold |
3,565
| – | – | 0.1% | 189 |
|
|
2024
Q4 | $177K | Hold |
3,565
| – | – | 0.08% | 215 |
|
|
2024
Q3 | $177K | Hold |
3,565
| – | – | 0.08% | 218 |
|
|
2024
Q2 | $157K | Hold |
3,565
| – | – | 0.08% | 227 |
|
|
2024
Q1 | $150K | Hold |
3,565
| – | – | 0.07% | 234 |
|
|
2023
Q4 | $139K | Buy |
3,565
+810
| +29% | +$31.6K | 0.07% | 230 |
|
|
2023
Q3 | $96.4K | Hold |
2,755
| – | – | 0.05% | 260 |
|
|
2023
Q2 | $100K | Buy |
+2,755
| New | +$100K | 0.05% | 252 |
|