DDD Partners’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
$239K Buy
+3,833
New +$239K 0.03% 102
2022
Q3
Sell
-14,994
Closed -$514K 89
2022
Q2
$514K Buy
14,994
+537
+4% +$18.4K 0.09% 54
2022
Q1
$532K Buy
14,457
+1,130
+8% +$41.6K 0.07% 54
2021
Q4
$464K Buy
13,327
+465
+4% +$16.2K 0.06% 63
2021
Q3
$430K Buy
12,862
+109
+0.9% +$3.64K 0.06% 56
2021
Q2
$430K Buy
12,753
+1,290
+11% +$43.5K 0.07% 54
2021
Q1
$373K Buy
+11,463
New +$373K 0.06% 55