Callan Family Office’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 | $7.3M | Buy |
116,996
+4,669
| +4% | +$291K | 0.23% | 96 |
|
|
2025
Q1 | $6.62M | Buy |
112,327
+114
| +0.1% | +$6.72K | 0.5% | 41 |
|
|
2024
Q4 | $5.56M | Buy |
112,213
+4,267
| +4% | +$211K | 0.35% | 51 |
|
|
2024
Q3 | $5.36M | Buy |
107,946
+14,236
| +15% | +$708K | 0.9% | 24 |
|
|
2024
Q2 | $4.12M | Buy |
93,710
+58,994
| +170% | +$2.59M | 0.79% | 28 |
|
|
2024
Q1 | $1.46M | Buy |
34,716
+50
| +0.1% | +$2.1K | 0.34% | 37 |
|
|
2023
Q4 | $1.35M | Sell |
34,666
-5,055
| -13% | -$197K | 0.33% | 40 |
|
|
2023
Q3 | $1.39M | Buy |
39,721
+112
| +0.3% | +$3.92K | 0.37% | 38 |
|
|
2023
Q2 | $1.44M | Buy |
39,609
+409
| +1% | +$14.9K | 0.38% | 36 |
|
|
2023
Q1 | $1.46M | Buy |
39,200
+20,725
| +112% | +$774K | 0.36% | 39 |
|
|
2022
Q4 | $639K | Buy |
+18,475
| New | +$639K | 0.21% | 51 |
|