Catawba River 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
Q2 | $571K | Hold |
9,163
| – | – | 0.29% | 18 |
|
|
2025
Q1 | $540K | Sell |
9,163
-200
| -2% | -$11.8K | 0.33% | 19 |
|
|
2024
Q4 | $464K | Hold |
9,363
| – | – | 0.28% | 18 |
|
|
2024
Q3 | $465K | Hold |
9,363
| – | – | 0.29% | 18 |
|
|
2024
Q2 | $411K | Sell |
9,363
-112
| -1% | -$4.92K | 0.25% | 20 |
|
|
2024
Q1 | $398K | Sell |
9,475
-130
| -1% | -$5.46K | 0.23% | 19 |
|
|
2023
Q4 | $375K | Sell |
9,605
-689
| -7% | -$26.9K | 0.26% | 18 |
|
|
2023
Q3 | $360K | Sell |
10,294
-375
| -4% | -$13.1K | 0.28% | 19 |
|
|
2023
Q2 | $388K | Sell |
10,669
-125
| -1% | -$4.55K | 0.31% | 20 |
|
|
2023
Q1 | $403K | Hold |
10,794
| – | – | 0.37% | 20 |
|
|
2022
Q4 | $373K | Hold |
10,794
| – | – | 0.39% | 19 |
|
|
2022
Q3 | $340K | Hold |
10,794
| – | – | 0.4% | 16 |
|
|
2022
Q2 | $370K | Hold |
10,794
| – | – | 0.49% | 15 |
|
|
2022
Q1 | $398K | Sell |
10,794
-235
| -2% | -$8.67K | 0.26% | 25 |
|
|
2021
Q4 | $384K | Sell |
11,029
-425
| -4% | -$14.8K | 0.23% | 26 |
|
|
2021
Q3 | $383K | Sell |
11,454
-1,438
| -11% | -$48.1K | 0.24% | 27 |
|
|
2021
Q2 | $435K | Sell |
12,892
-65
| -0.5% | -$2.19K | 0.27% | 26 |
|
|
2021
Q1 | $421K | Buy |
12,957
+1,941
| +18% | +$63.1K | 0.28% | 28 |
|
|
2020
Q4 | $399K | Buy |
+11,016
| New | +$399K | 0.28% | 29 |
|