Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $196K | Buy |
2,227
+1,212
| +119% | +$111K | 0.02% | 212 |
|
|
2025
Q4 | $82.4K | Buy |
1,015
+258
| +34% | +$20.2K | 0.01% | 309 |
|
|
2025
Q3 | $55.1K | Buy |
757
+60
| +9% | +$3.91K | 0.01% | 368 |
|
|
2025
Q2 | $43.5K | Buy |
697
+392
| +129% | +$24.3K | 0.01% | 303 |
|
|
2025
Q1 | $18K | Hold |
305
| – | – | ﹤0.01% | 358 |
|
|
2024
Q4 | $15.1K | Hold |
305
| – | – | ﹤0.01% | 388 |
|
|
2024
Q3 | $15.2K | Hold |
305
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $13.4K | Hold |
305
| – | – | ﹤0.01% | 629 |
|
|
2024
Q1 | $12.8K | Hold |
305
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $11.9K | Sell |
305
-2,068
| -87% | -$77.4K | ﹤0.01% | 198 |
|
|
2023
Q3 | $83K | Hold |
2,373
| – | – | 0.01% | 109 |
|
|
2023
Q2 | $86.4K | Sell |
2,373
-547
| -19% | -$20.5K | 0.01% | 215 |
|
|
2023
Q1 | $109K | Buy |
2,920
+1,634
| +127% | +$58.6K | 0.02% | 218 |
|
|
2022
Q4 | $44.5K | Buy |
1,286
+946
| +278% | +$31.1K | 0.01% | 319 |
|
|
2022
Q3 | $11K | Buy |
340
+305
| +871% | +$9.99K | ﹤0.01% | 630 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q1 | $1K | Buy |
+35
| New | +$1.25K | ﹤0.01% | 457 |
|
|
2019
Q1 | – | Sell |
-258
| Closed | -$6K | – | 258 |
|
|
2018
Q4 | $6K | Sell |
258
-875
| -77% | -$20.6K | ﹤0.01% | 192 |
|
|
2018
Q3 | $26K | Hold |
1,133
| – | – | 0.02% | 163 |
|
|
2018
Q2 | $27K | Hold |
1,133
| – | – | 0.03% | 156 |
|
|
2018
Q1 | $29K | Hold |
1,133
| – | – | 0.03% | 158 |
|
|
2017
Q4 | $28K | Buy |
+1,133
| New | +$27.8K | 0.03% | 167 |
|
Other funds holding IAU
