Ellis Investment Partners’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 | $1.21M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $983K | Buy |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $566K | Buy |
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|
2020
Q3 | $452K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $199K | Buy |
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|
2019
Q3 | $179K | Buy |
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|
2019
Q2 | $88K | Buy |
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