Colonial Trust Advisors’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 | $206K | Hold |
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|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $174K | Sell |
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|
2023
Q2 | $181K | Hold |
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $172K | Hold |
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|
2022
Q3 | $157K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $136K | Sell |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $133K | Hold |
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|
2017
Q2 | $129K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $258K | Hold |
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|
2016
Q2 | $260K | Sell |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $257K | Sell |
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|
2015
Q2 | $274K | Sell |
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|
2015
Q1 | $299K | Sell |
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|
2014
Q4 | $336K | Sell |
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|
2014
Q3 | $411K | Sell |
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|
2014
Q2 | $488K | Sell |
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|
2014
Q1 | $506K | Sell |
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|
2013
Q4 | $488K | Sell |
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|
2013
Q3 | $819K | Sell |
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|
2013
Q2 | $822K | Buy |
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