Essex Savings Bank’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 | $583K | Sell |
9,349
-711
| -7% | -$44.3K | 0.14% | 140 |
|
|
2025
Q1 | $593K | Buy |
10,060
+969
| +11% | +$57.1K | 0.15% | 131 |
|
|
2024
Q4 | $450K | Buy |
9,091
+791
| +10% | +$39.2K | 0.11% | 156 |
|
|
2024
Q3 | $413K | Hold |
8,300
| – | – | 0.1% | 171 |
|
|
2024
Q2 | $365K | Sell |
8,300
-875
| -10% | -$38.4K | 0.1% | 169 |
|
|
2024
Q1 | $358K | Hold |
9,175
| – | – | 0.1% | 170 |
|
|
2023
Q4 | $358K | Hold |
9,175
| – | – | 0.1% | 169 |
|
|
2023
Q3 | $321K | Hold |
9,175
| – | – | 0.11% | 161 |
|
|
2023
Q2 | $334K | Hold |
9,175
| – | – | 0.11% | 156 |
|
|
2023
Q1 | $343K | Hold |
9,175
| – | – | 0.12% | 155 |
|
|
2022
Q4 | $317K | Hold |
9,175
| – | – | 0.11% | 161 |
|
|
2022
Q3 | $289K | Sell |
9,175
-3,745
| -29% | -$118K | 0.11% | 158 |
|
|
2022
Q2 | $443K | Buy |
12,920
+4,518
| +54% | +$155K | 0.17% | 125 |
|
|
2022
Q1 | $310K | Sell |
8,402
-192
| -2% | -$7.08K | 0.1% | 170 |
|
|
2021
Q4 | $299K | Hold |
8,594
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $296K | Buy |
+8,594
| New | +$296K | 0.11% | 168 |
|
|
2021
Q2 | – | Sell |
-8,075
| Closed | -$266K | – | 213 |
|
|
2021
Q1 | $266K | Sell |
8,075
-384
| -5% | -$12.6K | 0.12% | 160 |
|
|
2020
Q4 | $306K | Hold |
8,459
| – | – | 0.14% | 150 |
|
|
2020
Q3 | $304K | Buy |
8,459
+2,934
| +53% | +$105K | 0.15% | 143 |
|
|
2020
Q2 | $188K | Buy |
+5,525
| New | +$188K | 0.11% | 163 |
|
|
2019
Q3 | – | Sell |
-2,912
| Closed | -$79K | – | 378 |
|
|
2019
Q2 | $79K | Buy |
2,912
+1,000
| +52% | +$27.1K | 0.03% | 381 |
|
|
2019
Q1 | $47K | Hold |
1,912
| – | – | 0.03% | 301 |
|
|
2018
Q4 | $47K | Buy |
+1,912
| New | +$47K | 0.03% | 297 |
|