Elm Partners Management’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
Q2
$269K Buy
2024
Q3
Sell
2024
Q2
$14.6M Sell
2024
Q1
$15.6M Buy
2023
Q4
$13.3M Buy
2023
Q3
$7.9M Sell
2023
Q2
$15.6M Buy
2023
Q1
$14.9M Buy
2022
Q4
$6.45M Buy
2022
Q3
$4.2M Buy
2022
Q2
$3.62M Sell
2022
Q1
$6.97M Buy
2021
Q4
$3.03M Hold
2021
Q3
$2.91M Hold
2021
Q2
$2.94M Sell
2021
Q1
$4.13M Hold
2020
Q4
$4.61M Sell
2020
Q3
$6.1M Sell
2020
Q2
$6.36M Sell
2020
Q1
$7.9M Buy
2019
Q4
$6.9M Hold
2019
Q3
$6.9M Hold
2019
Q2
$6.61M Hold
2019
Q1
$6.06M Buy