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 |
|