CSIA
Carl Stuart Investment Advisor’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Sell |
590,679
-19,747
| -3% | -$1.23M | 18.85% | 2 |
|
|
2025
Q1 | $36M | Sell |
610,426
-7,326
| -1% | -$432K | 20.32% | 2 |
|
|
2024
Q4 | $30.6M | Sell |
617,752
-4,797
| -0.8% | -$237K | 16.32% | 2 |
|
|
2024
Q3 | $30.9M | Sell |
622,549
-207
| -0% | -$10.3K | 17.4% | 2 |
|
|
2024
Q2 | $27.4M | Sell |
622,756
-4,345
| -0.7% | -$191K | 17.11% | 2 |
|
|
2024
Q1 | $26.3M | Buy |
627,101
+13,344
| +2% | +$561K | 17.08% | 2 |
|
|
2023
Q4 | $24M | Sell |
613,757
-4,698
| -0.8% | -$183K | 16.13% | 2 |
|
|
2023
Q3 | $21.4M | Buy |
618,455
+4,108
| +0.7% | +$142K | 17.24% | 2 |
|
|
2023
Q2 | $22.4M | Sell |
614,347
-2,126
| -0.3% | -$77.4K | 17.15% | 2 |
|
|
2023
Q1 | $16.3K | Buy |
616,473
+177,033
| +40% | +$4.69K | 0.02% | 38 |
|
|
2022
Q4 | $15.2M | Sell |
439,440
-219,876
| -33% | -$7.61M | 14.05% | 3 |
|
|
2022
Q3 | $21.5M | Buy |
659,316
+4,254
| +0.6% | +$139K | 19.04% | 2 |
|
|
2022
Q2 | $21.7M | Buy |
655,062
+160
| +0% | +$5.29K | 18.84% | 2 |
|
|
2022
Q1 | $241M | Buy |
654,902
+23,708
| +4% | +$8.73M | 17.53% | 2 |
|
|
2021
Q4 | $22M | Buy |
+631,194
| New | +$22M | 15.95% | 3 |
|