Charles Schwab Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Sell |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $1.05M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $259K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $4.63M | Buy |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.58M | Buy |
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|
2020
Q2 | $2.42M | Sell |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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