Diversified Trust’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
$959K Buy
15,376
+151
+1% +$9.42K 0.02% 397
2025
Q1
$898K Buy
15,225
+9,104
+149% +$537K 0.02% 398
2024
Q4
$303K Sell
6,121
-385
-6% -$19.1K 0.01% 739
2024
Q3
$323K Buy
6,506
+963
+17% +$47.9K 0.01% 708
2024
Q2
$244K Hold
5,543
0.01% 737
2024
Q1
$233K Hold
5,543
0.01% 711
2023
Q4
$216K Buy
+5,543
New +$216K 0.01% 763
2023
Q3
Sell
-5,543
Closed -$202K 877
2023
Q2
$202K Sell
5,543
-35
-0.6% -$1.27K 0.01% 758
2023
Q1
$208K Buy
+5,578
New +$208K 0.01% 740
2022
Q2
Sell
-6,650
Closed -$245K 803
2022
Q1
$245K Buy
+6,650
New +$245K 0.01% 691