Calton & Associates’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 | $278K | Buy |
4,454
+593
| +15% | +$37K | 0.05% | 299 |
|
|
2025
Q1 | $228K | Buy |
+3,861
| New | +$228K | 0.05% | 291 |
|
|
2023
Q4 | – | Sell |
-21,110
| Closed | -$739K | – | 257 |
|
|
2023
Q3 | $739K | Buy |
+21,110
| New | +$739K | 1.08% | 23 |
|
|
2021
Q4 | – | Sell |
-46,014
| Closed | -$1.54M | – | 381 |
|
|
2021
Q3 | $1.54M | Sell |
46,014
-50,196
| -52% | -$1.68M | 0.34% | 74 |
|
|
2021
Q2 | $3.24M | Sell |
96,210
-2,245
| -2% | -$75.7K | 0.62% | 33 |
|
|
2021
Q1 | $3.2M | Buy |
+98,455
| New | +$3.2M | 0.62% | 28 |
|
|
2020
Q3 | – | Sell |
-30,193
| Closed | -$1.03M | – | 356 |
|
|
2020
Q2 | $1.03M | Buy |
30,193
+4,886
| +19% | +$166K | 0.22% | 82 |
|
|
2020
Q1 | $763K | Buy |
+25,307
| New | +$763K | 0.19% | 103 |
|
|
2018
Q1 | – | Sell |
-585
| Closed | -$15K | – | 770 |
|
|
2017
Q4 | $15K | Buy |
+585
| New | +$15K | ﹤0.01% | 955 |
|