EWM
Evercore 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 | $39.7M | Buy |
635,955
+4,735
| +0.8% | +$295K | 0.62% | 39 |
|
|
2025
Q1 | $37.2M | Sell |
631,220
-17,378
| -3% | -$1.02M | 0.6% | 40 |
|
|
2024
Q4 | $32.1M | Sell |
648,598
-4,762
| -0.7% | -$236K | 0.48% | 41 |
|
|
2024
Q3 | $32.5M | Sell |
653,360
-19,383
| -3% | -$963K | 0.49% | 42 |
|
|
2024
Q2 | $29.6M | Sell |
672,743
-4,375
| -0.6% | -$192K | 0.47% | 45 |
|
|
2024
Q1 | $28.4M | Sell |
677,118
-9,240
| -1% | -$388K | 0.45% | 46 |
|
|
2023
Q4 | $26.8M | Buy |
686,358
+3,789
| +0.6% | +$148K | 0.45% | 46 |
|
|
2023
Q3 | $23.9M | Sell |
682,569
-8,201
| -1% | -$287K | 0.45% | 47 |
|
|
2023
Q2 | $25.1M | Sell |
690,770
-1,067
| -0.2% | -$38.8K | 0.46% | 46 |
|
|
2023
Q1 | $25.9M | Sell |
691,837
-2,775
| -0.4% | -$104K | 0.52% | 44 |
|
|
2022
Q4 | $24M | Buy |
694,612
+2,885
| +0.4% | +$99.8K | 0.5% | 45 |
|
|
2022
Q3 | $21.8M | Sell |
691,727
-1,250
| -0.2% | -$39.4K | 0.49% | 47 |
|
|
2022
Q2 | $23.8M | Buy |
692,977
+612
| +0.1% | +$21K | 0.5% | 46 |
|
|
2022
Q1 | $25.5M | Buy |
692,365
+12,304
| +2% | +$453K | 0.45% | 44 |
|
|
2021
Q4 | $23.7M | Sell |
680,061
-21,635
| -3% | -$753K | 0.39% | 47 |
|
|
2021
Q3 | $23.4M | Buy |
701,696
+50,692
| +8% | +$1.69M | 0.42% | 47 |
|
|
2021
Q2 | $21.9M | Sell |
651,004
-675,136
| -51% | -$22.8M | 0.4% | 44 |
|
|
2021
Q1 | $21.6M | Buy |
1,326,140
+173,469
| +15% | +$2.82M | 0.43% | 45 |
|
|
2020
Q4 | $20.9M | Buy |
1,152,671
+33,577
| +3% | +$609K | 0.45% | 44 |
|
|
2020
Q3 | $20.1M | Buy |
1,119,094
+9,629
| +0.9% | +$173K | 0.49% | 44 |
|
|
2020
Q2 | $18.9M | Buy |
1,109,465
+53,383
| +5% | +$907K | 0.5% | 45 |
|
|
2020
Q1 | $15.9M | Buy |
1,056,082
+45,548
| +5% | +$686K | 0.52% | 45 |
|
|
2019
Q4 | $14.7M | Buy |
1,010,534
+33,327
| +3% | +$483K | 0.39% | 50 |
|
|
2019
Q3 | $13.8M | Buy |
977,207
+34,117
| +4% | +$481K | 0.4% | 53 |
|
|
2019
Q2 | $12.7M | Sell |
943,090
-7,944
| -0.8% | -$107K | 0.39% | 55 |
|
|
2019
Q1 | $11.8M | Buy |
951,034
+43,258
| +5% | +$536K | 0.38% | 54 |
|
|
2018
Q4 | $11.2M | Buy |
907,776
+44,593
| +5% | +$548K | 0.42% | 53 |
|
|
2018
Q3 | $9.87M | Sell |
863,183
-36,856
| -4% | -$421K | 0.32% | 63 |
|
|
2018
Q2 | $10.8M | Buy |
900,039
+70,796
| +9% | +$851K | 0.37% | 58 |
|
|
2018
Q1 | $10.6M | Buy |
829,243
+547,113
| +194% | +$6.96M | 0.4% | 57 |
|
|
2017
Q4 | $3.53M | Sell |
282,130
-25,130
| -8% | -$314K | 0.13% | 98 |
|
|
2017
Q3 | $3.78M | Hold |
307,260
| – | – | 0.15% | 95 |
|
|
2017
Q2 | $3.67M | Buy |
307,260
+4,873
| +2% | +$58.2K | 0.14% | 98 |
|
|
2017
Q1 | $3.63M | Sell |
302,387
-40,707
| -12% | -$489K | 0.14% | 100 |
|
|
2016
Q4 | $3.8M | Sell |
343,094
-1,393,189
| -80% | -$15.4M | 0.16% | 101 |
|
|
2016
Q3 | $22M | Buy |
1,736,283
+1,673,352
| +2,659% | +$21.2M | 0.91% | 41 |
|
|
2016
Q2 | $803K | Buy |
62,931
+8,431
| +15% | +$108K | 0.04% | 192 |
|
|
2016
Q1 | $647K | Sell |
54,500
-1,032
| -2% | -$12.3K | 0.03% | 212 |
|
|
2015
Q4 | $568K | Buy |
55,532
+1,032
| +2% | +$10.6K | 0.03% | 237 |
|
|
2015
Q3 | $587K | Sell |
54,500
-2,957
| -5% | -$31.8K | 0.03% | 236 |
|
|
2015
Q2 | $651K | Sell |
57,457
-8,543
| -13% | -$96.8K | 0.03% | 244 |
|
|
2015
Q1 | $757K | Buy |
+66,000
| New | +$757K | 0.03% | 219 |
|
|
2014
Q4 | – | Sell |
-75,050
| Closed | -$878K | – | 912 |
|
|
2014
Q3 | $878K | Sell |
75,050
-21,000
| -22% | -$246K | 0.04% | 193 |
|
|
2014
Q2 | $1.24M | Sell |
96,050
-43,653
| -31% | -$562K | 0.06% | 168 |
|
|
2014
Q1 | $1.74M | Sell |
139,703
-12,400
| -8% | -$154K | 0.1% | 139 |
|
|
2013
Q4 | $1.78M | Sell |
152,103
-114,773
| -43% | -$1.34M | 0.1% | 143 |
|
|
2013
Q3 | $3.44M | Sell |
266,876
-21,237
| -7% | -$273K | 0.2% | 122 |
|
|
2013
Q2 | $3.46M | Buy |
+288,113
| New | +$3.46M | 0.2% | 120 |
|