EWM
Empirical Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
27,173
-766
| -3% | -$47.8K | 0.04% | 251 |
|
|
2025
Q1 | $1.65M | Buy |
27,939
+3,139
| +13% | +$185K | 0.04% | 233 |
|
|
2024
Q4 | $1.23M | Buy |
24,800
+802
| +3% | +$39.7K | 0.03% | 257 |
|
|
2024
Q3 | $1.19M | Sell |
23,998
-2,875
| -11% | -$143K | 0.03% | 248 |
|
|
2024
Q2 | $1.18M | Buy |
26,873
+2,254
| +9% | +$99K | 0.04% | 241 |
|
|
2024
Q1 | $1.03M | Buy |
24,619
+1,830
| +8% | +$76.9K | 0.03% | 256 |
|
|
2023
Q4 | $889K | Sell |
22,789
-3,229
| -12% | -$126K | 0.03% | 248 |
|
|
2023
Q3 | $910K | Sell |
26,018
-1,435
| -5% | -$50.2K | 0.04% | 233 |
|
|
2023
Q2 | $999K | Sell |
27,453
-4,220
| -13% | -$154K | 0.04% | 224 |
|
|
2023
Q1 | $1.18M | Buy |
31,673
+5,308
| +20% | +$198K | 0.05% | 192 |
|
|
2022
Q4 | $912K | Sell |
26,365
-146
| -0.6% | -$5.05K | 0.04% | 222 |
|
|
2022
Q3 | $836K | Sell |
26,511
-1,184
| -4% | -$37.3K | 0.04% | 217 |
|
|
2022
Q2 | $950K | Sell |
27,695
-1,110
| -4% | -$38.1K | 0.05% | 203 |
|
|
2022
Q1 | $1.06M | Buy |
28,805
+631
| +2% | +$23.2K | 0.05% | 204 |
|
|
2021
Q4 | $981K | Buy |
28,174
+1,502
| +6% | +$52.3K | 0.05% | 221 |
|
|
2021
Q3 | $891K | Buy |
26,672
+7,369
| +38% | +$246K | 0.05% | 214 |
|
|
2021
Q2 | $651K | Sell |
19,303
-21,653
| -53% | -$730K | 0.04% | 245 |
|
|
2021
Q1 | $666K | Sell |
40,956
-4,703
| -10% | -$76.5K | 0.05% | 206 |
|
|
2020
Q4 | $828K | Buy |
45,659
+5,194
| +13% | +$94.2K | 0.06% | 174 |
|
|
2020
Q3 | $728K | Sell |
40,465
-608
| -1% | -$10.9K | 0.06% | 169 |
|
|
2020
Q2 | $698K | Sell |
41,073
-414
| -1% | -$7.04K | 0.07% | 168 |
|
|
2020
Q1 | $625K | Buy |
41,487
+1,202
| +3% | +$18.1K | 0.07% | 148 |
|
|
2019
Q4 | $584K | Buy |
40,285
+8,745
| +28% | +$127K | 0.06% | 171 |
|
|
2019
Q3 | $445K | Buy |
31,540
+18,123
| +135% | +$256K | 0.05% | 183 |
|
|
2019
Q2 | $181K | Buy |
+13,417
| New | +$181K | 0.02% | 252 |
|
|
2019
Q1 | – | Sell |
-12,603
| Closed | -$155K | – | 239 |
|
|
2018
Q4 | $155K | Buy |
+12,603
| New | +$155K | 0.03% | 191 |
|
|
2017
Q2 | – | Sell |
-11,180
| Closed | -$134K | – | 133 |
|
|
2017
Q1 | $134K | Buy |
+11,180
| New | +$134K | 0.03% | 129 |
|