Connective Portfolio Management’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 | $3.89M | Buy |
62,029
+14,000
| +29% | +$877K | 8.32% | 1 |
|
|
2025
Q1 | $2.83M | Buy |
48,029
+16,000
| +50% | +$943K | 9.56% | 1 |
|
|
2024
Q4 | $1.59M | Hold |
32,029
| – | – | 2.36% | 15 |
|
|
2024
Q3 | $1.61M | Hold |
32,029
| – | – | 2.84% | 12 |
|
|
2024
Q2 | $1.41M | Hold |
32,029
| – | – | 2.29% | 17 |
|
|
2024
Q1 | $1.35M | Sell |
32,029
-35,000
| -52% | -$1.47M | 2.37% | 15 |
|
|
2023
Q4 | $2.62M | Buy |
67,029
+35,000
| +109% | +$1.37M | 5.33% | 4 |
|
|
2023
Q3 | $1.12M | Hold |
32,029
| – | – | 3.41% | 9 |
|
|
2023
Q2 | $1.17M | Sell |
32,029
-1,123
| -3% | -$40.9K | 2.89% | 7 |
|
|
2023
Q1 | $1.24M | Hold |
33,152
| – | – | 3.93% | 8 |
|
|
2022
Q4 | $1.15M | Hold |
33,152
| – | – | 2.45% | 15 |
|
|
2022
Q3 | $1.05M | Sell |
33,152
-33,152
| -50% | -$1.05M | 3.33% | 11 |
|
|
2022
Q2 | $2.28M | Buy |
66,304
+33,152
| +100% | +$1.14M | 3.9% | 5 |
|
|
2022
Q1 | $1.22M | Hold |
33,152
| – | – | 2.61% | 16 |
|
|
2021
Q4 | $1.15M | Buy |
+33,152
| New | +$1.15M | 2.03% | 18 |
|