Chapin Davis’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 | $282K | Hold |
4,525
| – | – | 0.08% | 182 |
|
|
2025
Q1 | $267K | Hold |
4,525
| – | – | 0.09% | 175 |
|
|
2024
Q4 | $225K | Hold |
4,525
| – | – | 0.07% | 202 |
|
|
2024
Q3 | $225K | Buy |
+4,525
| New | +$225K | 0.07% | 203 |
|
|
2024
Q1 | – | Sell |
-5,492
| Closed | -$214K | – | 236 |
|
|
2023
Q4 | $214K | Buy |
+5,492
| New | +$214K | 0.09% | 191 |
|
|
2023
Q2 | – | Sell |
-5,388
| Closed | -$201K | – | 226 |
|
|
2023
Q1 | $201K | Buy |
+5,388
| New | +$201K | 0.1% | 195 |
|