EPM
Elm Partners Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+4,314
| New | +$269K | 0.02% | 86 |
|
|
2024
Q3 | – | Sell |
-332,211
| Closed | -$14.6M | – | 63 |
|
|
2024
Q2 | $14.6M | Sell |
332,211
-38,057
| -10% | -$1.67M | 1.12% | 19 |
|
|
2024
Q1 | $15.6M | Buy |
370,268
+28,502
| +8% | +$1.2M | 1.23% | 16 |
|
|
2023
Q4 | $13.3M | Buy |
341,766
+115,947
| +51% | +$4.53M | 1.21% | 19 |
|
|
2023
Q3 | $7.9M | Sell |
225,819
-202,936
| -47% | -$7.1M | 0.82% | 21 |
|
|
2023
Q2 | $15.6M | Buy |
428,755
+30,837
| +8% | +$1.12M | 1.57% | 14 |
|
|
2023
Q1 | $14.9M | Buy |
397,918
+211,558
| +114% | +$7.91M | 1.56% | 15 |
|
|
2022
Q4 | $6.45M | Buy |
186,360
+53,224
| +40% | +$1.84M | 0.75% | 21 |
|
|
2022
Q3 | $4.2M | Buy |
133,136
+27,584
| +26% | +$870K | 0.57% | 23 |
|
|
2022
Q2 | $3.62M | Sell |
105,552
-83,751
| -44% | -$2.87M | 0.47% | 24 |
|
|
2022
Q1 | $6.97M | Buy |
189,303
+102,142
| +117% | +$3.76M | 0.88% | 18 |
|
|
2021
Q4 | $3.03M | Hold |
87,161
| – | – | 0.37% | 22 |
|
|
2021
Q3 | $2.91M | Hold |
87,161
| – | – | 0.39% | 25 |
|
|
2021
Q2 | $2.94M | Sell |
87,161
-167,161
| -66% | -$5.63M | 0.39% | 24 |
|
|
2021
Q1 | $4.14M | Hold |
254,322
| – | – | 0.59% | 22 |
|
|
2020
Q4 | $4.61M | Sell |
254,322
-85,000
| -25% | -$1.54M | 0.69% | 26 |
|
|
2020
Q3 | $6.1M | Sell |
339,322
-35,000
| -9% | -$630K | 1.03% | 21 |
|
|
2020
Q2 | $6.36M | Sell |
374,322
-150,000
| -29% | -$2.55M | 1.14% | 22 |
|
|
2020
Q1 | $7.9M | Buy |
524,322
+35,000
| +7% | +$527K | 1.74% | 15 |
|
|
2019
Q4 | $6.9M | Hold |
489,322
| – | – | 1.51% | 17 |
|
|
2019
Q3 | $6.9M | Hold |
489,322
| – | – | 1.56% | 20 |
|
|
2019
Q2 | $6.61M | Hold |
489,322
| – | – | 1.48% | 20 |
|
|
2019
Q1 | $6.06M | Buy |
+489,322
| New | +$6.06M | 1.62% | 18 |
|