Chevy Chase Trust’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
$105M Sell
1,686,108
-158,779
-9% -$9.9M 0.31% 62
2025
Q1
$109M Buy
1,844,887
+3,084
+0.2% +$182K 0.35% 57
2024
Q4
$91.2M Buy
1,841,803
+138,592
+8% +$6.86M 0.28% 63
2024
Q3
$84.6M Buy
1,703,211
+67,732
+4% +$3.37M 0.26% 80
2024
Q2
$71.8M Sell
1,635,479
-43,575
-3% -$1.91M 0.23% 89
2024
Q1
$70.5M Sell
1,679,054
-16,807
-1% -$706K 0.23% 91
2023
Q4
$66.2M Buy
1,695,861
+621,382
+58% +$24.3M 0.24% 90
2023
Q3
$37.6M Sell
1,074,479
-205,283
-16% -$7.18M 0.15% 133
2023
Q2
$46.6M Sell
1,279,762
-35,869
-3% -$1.31M 0.17% 118
2023
Q1
$49.2M Buy
1,315,631
+342,259
+35% +$12.8M 0.19% 113
2022
Q4
$33.7M Buy
973,372
+15,483
+2% +$536K 0.14% 147
2022
Q3
$30.2M Sell
957,889
-471,501
-33% -$14.9M 0.13% 156
2022
Q2
$49M Buy
1,429,390
+66,703
+5% +$2.29M 0.2% 111
2022
Q1
$50.2M Buy
1,362,687
+119,528
+10% +$4.4M 0.17% 125
2021
Q4
$43.3M Buy
1,243,159
+1,224
+0.1% +$42.6K 0.14% 145
2021
Q3
$41.5M Sell
1,241,935
-379,507
-23% -$12.7M 0.14% 145
2021
Q2
$54.7M Sell
1,621,442
-168,372
-9% -$5.68M 0.19% 124
2021
Q1
$58.2M Sell
1,789,814
-896,414
-33% -$29.2M 0.21% 112
2020
Q4
$97.4M Buy
2,686,228
+21,268
+0.8% +$771K 0.35% 64
2020
Q3
$95.9M Buy
2,664,960
+336,540
+14% +$12.1M 0.38% 60
2020
Q2
$79.1M Buy
2,328,420
+244,380
+12% +$8.3M 0.32% 75
2020
Q1
$62.8M Buy
2,084,040
+1,451,717
+230% +$43.8M 0.29% 79
2019
Q4
$18.3M Buy
632,323
+463,172
+274% +$13.4M 0.07% 284
2019
Q3
$4.77M Buy
+169,151
New +$4.77M 0.02% 502
2018
Q4
Sell
-5,851
Closed -$134K 734
2018
Q3
$134K Sell
5,851
-3,401
-37% -$77.9K ﹤0.01% 651
2018
Q2
$222K Buy
+9,252
New +$222K ﹤0.01% 644