CGA
Crescent Grove Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
93,287
+13,296
| +17% | +$829K | 0.56% | 40 |
|
|
2025
Q1 | $4.72M | Buy |
79,991
+2,032
| +3% | +$120K | 0.49% | 42 |
|
|
2024
Q4 | $3.86M | Buy |
77,959
+6,962
| +10% | +$345K | 0.38% | 54 |
|
|
2024
Q3 | $3.53M | Buy |
70,997
+1,559
| +2% | +$77.5K | 0.36% | 53 |
|
|
2024
Q2 | $3.05M | Buy |
69,438
+2,244
| +3% | +$98.6K | 0.33% | 54 |
|
|
2024
Q1 | $2.82M | Sell |
67,194
-13,476
| -17% | -$566K | 0.29% | 57 |
|
|
2023
Q4 | $3.15M | Sell |
80,670
-388
| -0.5% | -$15.1K | 0.35% | 50 |
|
|
2023
Q3 | $2.84M | Buy |
81,058
+1,064
| +1% | +$37.2K | 0.35% | 51 |
|
|
2023
Q2 | $2.91M | Buy |
79,994
+343
| +0.4% | +$12.5K | 0.31% | 56 |
|
|
2023
Q1 | $2.98M | Buy |
79,651
+723
| +0.9% | +$27K | 0.35% | 51 |
|
|
2022
Q4 | $2.73M | Sell |
78,928
-401
| -0.5% | -$13.9K | 0.28% | 56 |
|
|
2022
Q3 | $2.5M | Buy |
79,329
+1,194
| +2% | +$37.6K | 0.29% | 49 |
|
|
2022
Q2 | $2.68M | Sell |
78,135
-4,987
| -6% | -$171K | 0.28% | 45 |
|
|
2022
Q1 | $3.06M | Sell |
83,122
-10,691
| -11% | -$394K | 0.3% | 46 |
|
|
2021
Q4 | $3.27M | Sell |
93,813
-9,540
| -9% | -$332K | 0.31% | 49 |
|
|
2021
Q3 | $3.45M | Sell |
103,353
-4,355
| -4% | -$146K | 0.37% | 42 |
|
|
2021
Q2 | $3.63M | Sell |
107,708
-80,616
| -43% | -$2.72M | 0.38% | 43 |
|
|
2021
Q1 | $3.06M | Sell |
188,324
-95,186
| -34% | -$1.55M | 0.36% | 42 |
|
|
2020
Q4 | $5.14M | Buy |
283,510
+46,783
| +20% | +$848K | 0.67% | 31 |
|
|
2020
Q3 | $4.26M | Buy |
+236,727
| New | +$4.26M | 0.85% | 27 |
|