Caldwell Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Hold |
2,479
|
|
||||
|
2025
Q1 | $146K | Buy |
2,479
+887
|
|
||||
|
2024
Q4 | $78.8K | Buy |
1,592
+16
|
|
||||
|
2024
Q3 | $78.3K | Hold |
1,576
|
|
||||
|
2024
Q2 | $69.2K | Hold |
1,576
|
|
||||
|
2024
Q1 | $66.2K | Hold |
1,576
|
|
||||
|
2023
Q4 | $61.5K | Hold |
1,576
|
|
||||
|
2023
Q3 | $55.1K | Hold |
1,576
|
|
||||
|
2023
Q2 | $57.4K | Hold |
1,576
|
|
||||
|
2023
Q1 | $58.9K | Buy |
1,576
+334
|
|
||||
|
2022
Q4 | $43K | Hold |
1,242
|
|
||||
|
2022
Q3 | $39.2K | Hold |
1,242
|
|
||||
|
2022
Q2 | $42.6K | Buy |
1,242
+334
|
|
||||
|
2022
Q1 | $33.4K | Hold |
908
|
|
||||
|
2021
Q4 | $31.6K | Hold |
908
|
|
||||
|
2021
Q3 | $30.3K | Buy |
908
+358
|
|
||||
|
2021
Q2 | $18.5K | Hold |
550
|
|
||||
|
2021
Q1 | $17.9K | Hold |
550
|
|
||||
|
2020
Q4 | $19.9K | Hold |
550
|
|
||||
|
2020
Q3 | $19.8K | Hold |
550
|
|
||||
|
2020
Q2 | $18.7K | Hold |
550
|
|
||||
|
2020
Q1 | $16.6K | Hold |
550
|
|
||||
|
2019
Q4 | $15.9K | Buy |
+550
|
|