Crumly & Associates’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 | $352K | Hold |
5,640
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $333K | Buy |
5,640
+904
| +19% | +$53.3K | 0.09% | 122 |
|
|
2024
Q4 | $234K | Buy |
+4,736
| New | +$234K | 0.06% | 142 |
|
|
2024
Q3 | – | Sell |
-6,560
| Closed | -$288K | – | 154 |
|
|
2024
Q2 | $288K | Hold |
6,560
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $276K | Hold |
6,560
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $256K | Hold |
6,560
| – | – | 0.07% | 118 |
|
|
2023
Q3 | $230K | Hold |
6,560
| – | – | 0.09% | 106 |
|
|
2023
Q2 | $239K | Hold |
6,560
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $245K | Buy |
+6,560
| New | +$245K | 0.11% | 97 |
|
|
2022
Q4 | – | Sell |
-6,560
| Closed | -$207K | – | 109 |
|
|
2022
Q3 | $207K | Sell |
6,560
-215
| -3% | -$6.78K | 0.09% | 102 |
|
|
2022
Q2 | $232K | Hold |
6,775
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $250K | Hold |
6,775
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $233K | Hold |
6,775
| – | – | 0.09% | 98 |
|
|
2021
Q3 | $226K | Buy |
+6,775
| New | +$226K | 0.11% | 98 |
|
|
2020
Q2 | – | Sell |
-9,615
| Closed | -$290K | – | 53 |
|
|
2020
Q1 | $290K | Sell |
9,615
-1,000
| -9% | -$30.2K | 0.36% | 35 |
|
|
2019
Q4 | $308K | Buy |
+10,615
| New | +$308K | 0.32% | 37 |
|