Callan 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
Q1 | $542K | Hold |
9,195
| – | – | 0.04% | 196 |
|
|
2024
Q4 | $455K | Hold |
9,195
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $457K | Sell |
9,195
-18,143
| -66% | -$902K | 0.03% | 190 |
|
|
2024
Q2 | $1.2M | Buy |
27,338
+15,312
| +127% | +$673K | 0.1% | 100 |
|
|
2024
Q1 | $505K | Hold |
12,026
| – | – | 0.04% | 141 |
|
|
2023
Q4 | $469K | Hold |
12,026
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $421K | Buy |
12,026
+2,831
| +31% | +$99.1K | 0.05% | 129 |
|
|
2023
Q2 | $335K | Hold |
9,195
| – | – | 0.04% | 138 |
|
|
2023
Q1 | $344K | Sell |
9,195
-5,135
| -36% | -$192K | 0.04% | 133 |
|
|
2022
Q4 | $496K | Buy |
14,330
+4,242
| +42% | +$147K | 0.06% | 108 |
|
|
2022
Q3 | $318K | Hold |
10,088
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $346K | Hold |
10,088
| – | – | 0.05% | 88 |
|
|
2022
Q1 | $372K | Buy |
10,088
+2,049
| +25% | +$75.6K | 0.05% | 92 |
|
|
2021
Q4 | $280K | Buy |
+8,039
| New | +$280K | 0.04% | 111 |
|