Colony Family Offices’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 | $737K | Hold |
11,820
| – | – | 0.19% | 36 |
|
|
2025
Q1 | $697K | Hold |
11,820
| – | – | 0.22% | 36 |
|
|
2024
Q4 | $585K | Sell |
11,820
-11,040
| -48% | -$547K | 0.18% | 41 |
|
|
2024
Q3 | $1.14M | Hold |
22,860
| – | – | 0.35% | 35 |
|
|
2024
Q2 | $1M | Hold |
22,860
| – | – | 0.32% | 38 |
|
|
2024
Q1 | $960K | Hold |
22,860
| – | – | 0.31% | 38 |
|
|
2023
Q4 | $892K | Hold |
22,860
| – | – | 0.31% | 37 |
|
|
2023
Q3 | $800K | Hold |
22,860
| – | – | 0.34% | 25 |
|
|
2023
Q2 | $832K | Buy |
+22,860
| New | +$832K | 0.35% | 25 |
|
|
2022
Q2 | – | Sell |
-5,496
| Closed | -$202K | – | 72 |
|
|
2022
Q1 | $202K | Buy |
+5,496
| New | +$202K | 0.1% | 28 |
|
|
2021
Q2 | – | Sell |
-5,771
| Closed | -$188K | – | 37 |
|
|
2021
Q1 | $188K | Sell |
5,771
-985
| -15% | -$32.1K | 0.15% | 47 |
|
|
2020
Q4 | $245K | Buy |
+6,756
| New | +$245K | 0.23% | 22 |
|