Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $188K | Sell |
2,129
-50
| -2% | -$4.59K | 0.02% | 334 |
|
|
2025
Q4 | $177K | Sell |
2,179
-350
| -14% | -$27.4K | 0.02% | 338 |
|
|
2025
Q3 | $184K | Buy |
2,529
+50
| +2% | +$3.26K | 0.02% | 326 |
|
|
2025
Q2 | $155K | Hold |
2,479
| – | – | 0.02% | 337 |
|
|
2025
Q1 | $146K | Buy |
2,479
+887
| +56% | +$48K | 0.02% | 344 |
|
|
2024
Q4 | $78.8K | Buy |
1,592
+16
| +1% | +$804 | 0.01% | 404 |
|
|
2024
Q3 | $78.3K | Hold |
1,576
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $69.2K | Hold |
1,576
| – | – | 0.01% | 415 |
|
|
2024
Q1 | $66.2K | Hold |
1,576
| – | – | 0.01% | 425 |
|
|
2023
Q4 | $61.5K | Hold |
1,576
| – | – | 0.01% | 423 |
|
|
2023
Q3 | $55.1K | Hold |
1,576
| – | – | 0.01% | 426 |
|
|
2023
Q2 | $57.4K | Hold |
1,576
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $58.9K | Buy |
1,576
+334
| +27% | +$12K | 0.01% | 413 |
|
|
2022
Q4 | $43K | Hold |
1,242
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $39.2K | Hold |
1,242
| – | – | 0.01% | 465 |
|
|
2022
Q2 | $42.6K | Buy |
1,242
+334
| +37% | +$11.9K | 0.01% | 465 |
|
|
2022
Q1 | $33.4K | Hold |
908
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $31.6K | Hold |
908
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $30.3K | Buy |
908
+358
| +65% | +$12.2K | ﹤0.01% | 514 |
|
|
2021
Q2 | $18.5K | Hold |
550
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $17.9K | Hold |
550
| – | – | ﹤0.01% | 569 |
|
|
2020
Q4 | $19.9K | Hold |
550
| – | – | ﹤0.01% | 541 |
|
|
2020
Q3 | $19.8K | Hold |
550
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $18.7K | Hold |
550
| – | – | ﹤0.01% | 553 |
|
|
2020
Q1 | $16.6K | Hold |
550
| – | – | ﹤0.01% | 571 |
|
|
2019
Q4 | $15.9K | Buy |
+550
| New | +$15.6K | ﹤0.01% | 621 |
|
Other funds holding IAU
