Colonial 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 | $703K | Buy |
11,267
+61
| +0.5% | +$3.8K | 0.1% | 146 |
|
|
2025
Q1 | $661K | Sell |
11,206
-195
| -2% | -$11.5K | 0.1% | 143 |
|
|
2024
Q4 | $564K | Hold |
11,401
| – | – | 0.08% | 164 |
|
|
2024
Q3 | $567K | Sell |
11,401
-75
| -0.7% | -$3.73K | 0.09% | 163 |
|
|
2024
Q2 | $504K | Buy |
11,476
+100
| +0.9% | +$4.39K | 0.09% | 153 |
|
|
2024
Q1 | $478K | Sell |
11,376
-1,192
| -9% | -$50.1K | 0.09% | 153 |
|
|
2023
Q4 | $491K | Buy |
12,568
+3,613
| +40% | +$141K | 0.1% | 149 |
|
|
2023
Q3 | $313K | Sell |
8,955
-910
| -9% | -$31.8K | 0.08% | 173 |
|
|
2023
Q2 | $359K | Sell |
9,865
-7,999
| -45% | -$291K | 0.09% | 159 |
|
|
2023
Q1 | $668K | Buy |
17,864
+9,882
| +124% | +$370K | 0.17% | 111 |
|
|
2022
Q4 | $276K | Buy |
7,982
+22
| +0.3% | +$760 | 0.08% | 175 |
|
|
2022
Q3 | $251K | Buy |
+7,960
| New | +$251K | 0.08% | 176 |
|