Colony Family Offices’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
$860K Hold
2025
Q2
$737K Hold
2025
Q1
$697K Hold
2024
Q4
$585K Sell
2024
Q3
$1.14M Hold
2024
Q2
$1M Hold
2024
Q1
$960K Hold
2023
Q4
$892K Hold
2023
Q3
$800K Hold
2023
Q2
$832K Buy
2022
Q2
Sell
2022
Q1
$202K Buy
2021
Q2
Sell
2021
Q1
$188K Sell
2020
Q4
$245K Buy