Cambridge Advisors’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 | $432K | Sell |
6,933
-19
| -0.3% | -$1.19K | 0.09% | 124 |
|
|
2025
Q1 | $410K | Hold |
6,952
| – | – | 0.09% | 126 |
|
|
2024
Q4 | $344K | Hold |
6,952
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $346K | Hold |
6,952
| – | – | 0.08% | 135 |
|
|
2024
Q2 | $305K | Buy |
6,952
+122
| +2% | +$5.36K | 0.07% | 138 |
|
|
2024
Q1 | $287K | Hold |
6,830
| – | – | 0.07% | 147 |
|
|
2023
Q4 | $267K | Hold |
6,830
| – | – | 0.07% | 145 |
|
|
2023
Q3 | $239K | Sell |
6,830
-35
| -0.5% | -$1.23K | 0.06% | 149 |
|
|
2023
Q2 | $250K | Sell |
6,865
-61
| -0.9% | -$2.22K | 0.06% | 148 |
|
|
2023
Q1 | $259K | Hold |
6,926
| – | – | 0.07% | 161 |
|
|
2022
Q4 | $240K | Hold |
6,926
| – | – | 0.06% | 165 |
|
|
2022
Q3 | $218K | Hold |
6,926
| – | – | 0.06% | 162 |
|
|
2022
Q2 | $238K | Buy |
6,926
+220
| +3% | +$7.56K | 0.07% | 160 |
|
|
2022
Q1 | $247K | Hold |
6,706
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $233K | Hold |
6,706
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $224K | Buy |
6,706
+4
| +0.1% | +$134 | 0.05% | 165 |
|
|
2021
Q2 | $226K | Buy |
6,702
+48
| +0.7% | +$1.62K | 0.05% | 164 |
|
|
2021
Q1 | $216K | Hold |
6,654
| – | – | 0.06% | 156 |
|
|
2020
Q4 | $241K | Buy |
6,654
+1
| +0% | +$36 | 0.06% | 146 |
|
|
2020
Q3 | $239K | Buy |
6,653
+1
| +0% | +$36 | 0.07% | 137 |
|
|
2020
Q2 | $226K | Buy |
6,652
+2
| +0% | +$68 | 0.07% | 134 |
|
|
2020
Q1 | $200K | Hold |
6,650
| – | – | 0.07% | 132 |
|
|
2019
Q4 | $193K | Hold |
6,650
| – | – | 0.06% | 143 |
|
|
2019
Q3 | $188K | Hold |
6,650
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $180K | Hold |
6,650
| – | – | 0.06% | 132 |
|
|
2019
Q1 | $165K | Hold |
6,650
| – | – | 0.06% | 131 |
|
|
2018
Q4 | $163K | Hold |
6,650
| – | – | 0.06% | 127 |
|
|
2018
Q3 | $152K | Hold |
6,650
| – | – | 0.05% | 139 |
|
|
2018
Q2 | $160K | Hold |
6,650
| – | – | 0.06% | 140 |
|
|
2018
Q1 | $169K | Hold |
6,650
| – | – | 0.06% | 143 |
|
|
2017
Q4 | $166K | Hold |
6,650
| – | – | 0.06% | 139 |
|
|
2017
Q3 | $164K | Sell |
6,650
-172
| -3% | -$4.24K | 0.06% | 136 |
|
|
2017
Q2 | $163K | Hold |
6,822
| – | – | 0.07% | 131 |
|
|
2017
Q1 | $164K | Hold |
6,822
| – | – | 0.07% | 127 |
|
|
2016
Q4 | $151K | Hold |
6,822
| – | – | 0.07% | 128 |
|
|
2016
Q3 | $173K | Hold |
6,822
| – | – | 0.08% | 127 |
|
|
2016
Q2 | $174K | Hold |
6,822
| – | – | 0.08% | 126 |
|
|
2016
Q1 | $162K | Hold |
6,822
| – | – | 0.08% | 126 |
|
|
2015
Q4 | $140K | Hold |
6,822
| – | – | 0.08% | 124 |
|
|
2015
Q3 | $147K | Hold |
6,822
| – | – | 0.09% | 123 |
|
|
2015
Q2 | $155K | Buy |
6,822
+322
| +5% | +$7.32K | 0.09% | 120 |
|
|
2015
Q1 | $149K | Hold |
6,500
| – | – | 0.09% | 118 |
|
|
2014
Q4 | $149K | Buy |
+6,500
| New | +$149K | 0.09% | 120 |
|