Clifford Swan Investment Counsel’s iShares Gold Trust IAU Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$609K	Hold	9,773	–	–	0.02%	205
2025 Q1	$576K	Hold	9,773	–	–	0.02%	205
2024 Q4	$484K	Hold	9,773	–	–	0.02%	217
2024 Q3	$486K	Hold	9,773	–	–	0.02%	224
2024 Q2	$429K	Buy	9,773 +51	+0.5%	+$2.24K	0.02%	231
2024 Q1	$408K	Buy	9,722 +672	+7%	+$28.2K	0.02%	237
2023 Q4	$353K	Buy	9,050 +120	+1%	+$4.68K	0.01%	245
2023 Q3	$312K	Hold	8,930	–	–	0.01%	250
2023 Q2	$325K	Hold	8,930	–	–	0.01%	252
2023 Q1	$334K	Hold	8,930	–	–	0.01%	247
2022 Q4	$309K	Hold	8,930	–	–	0.01%	252
2022 Q3	$282K	Hold	8,930	–	–	0.01%	265
2022 Q2	$306K	Hold	8,930	–	–	0.01%	263
2022 Q1	$329K	Hold	8,930	–	–	0.01%	274
2021 Q4	$311K	Hold	8,930	–	–	0.01%	279
2021 Q3	$305K	Hold	8,930	–	–	0.01%	278
2021 Q2	$308K	Hold	8,930	–	–	0.01%	271
2021 Q1	$290K	Hold	8,930	–	–	0.01%	280
2020 Q4	$324K	Hold	8,930	–	–	0.01%	263
2020 Q3	$321K	Hold	8,930	–	–	0.02%	257
2020 Q2	$303K	Sell	8,930 -1,292	-13%	-$43.8K	0.02%	254
2020 Q1	$308K	Buy	10,222 +1,292	+14%	+$38.9K	0.02%	235
2019 Q4	$259K	Hold	8,930	–	–	0.01%	281
2019 Q3	$252K	Hold	8,930	–	–	0.01%	271
2019 Q2	$241K	Hold	8,930	–	–	0.01%	285
2019 Q1	$221K	Hold	8,930	–	–	0.01%	286
2018 Q4	$219K	Hold	8,930	–	–	0.01%	280
2018 Q3	$204K	Sell	8,930 -256	-3%	-$5.85K	0.01%	305
2018 Q2	$221K	Hold	9,186	–	–	0.01%	291
2018 Q1	$234K	Hold	9,186	–	–	0.01%	281
2017 Q4	$230K	Buy	9,186 +256	+3%	+$6.41K	0.01%	291
2017 Q3	$220K	Hold	8,930	–	–	0.01%	291
2017 Q2	$213K	Hold	8,930	–	–	0.01%	301
2017 Q1	$214K	Hold	8,930	–	–	0.01%	282
2016 Q4	$198K	Buy	+8,930	New	+$198K	0.01%	269
2016 Q3	–	Sell	-8,930	Closed	-$228K	–	283
2016 Q2	$228K	Hold	8,930	–	–	0.02%	240
2016 Q1	$212K	Hold	8,930	–	–	0.01%	250
2015 Q4	$183K	Buy	+8,930	New	+$183K	0.01%	260