D.B. Root & Company’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
2025
Q3
$270K Hold
2025
Q2
$231K Hold
2025
Q1
$219K Buy
2020
Q4
Sell
2020
Q3
$441K Buy
2020
Q2
$412K Hold
2020
Q1
$365K Sell
2019
Q4
$402K Buy
2019
Q3
$353K Buy
2019
Q2
$310K Buy
2019
Q1
$266K Sell
2018
Q4
$265K Sell
2018
Q3
$250K Buy
2018
Q2
$223K Buy
2018
Q1
$201K Buy