Crestwood Advisors Group’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 | $544K | Sell |
8,729
-40
| -0.5% | -$2.49K | 0.01% | 337 |
|
|
2025
Q1 | $517K | Buy |
8,769
+1,524
| +21% | +$89.9K | 0.01% | 337 |
|
|
2024
Q4 | $359K | Hold |
7,245
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $360K | Hold |
7,245
| – | – | 0.01% | 343 |
|
|
2024
Q2 | $318K | Sell |
7,245
-69
| -0.9% | -$3.03K | 0.01% | 343 |
|
|
2024
Q1 | $307K | Sell |
7,314
-4,539
| -38% | -$191K | 0.01% | 349 |
|
|
2023
Q4 | $463K | Buy |
+11,853
| New | +$463K | 0.01% | 266 |
|
|
2017
Q2 | – | Sell |
-569
| Closed | -$14K | – | 278 |
|
|
2017
Q1 | $14K | Buy |
+569
| New | +$14K | ﹤0.01% | 407 |
|