Evergreen Capital Management’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 | $2.2M | Sell |
35,269
-250
| -0.7% | -$15.6K | 0.07% | 249 |
|
|
2025
Q1 | $2.09M | Buy |
35,519
+250
| +0.7% | +$14.7K | 0.07% | 247 |
|
|
2024
Q4 | $1.75M | Hold |
35,269
| – | – | 0.06% | 270 |
|
|
2024
Q3 | $1.75M | Hold |
35,269
| – | – | 0.06% | 266 |
|
|
2024
Q2 | $1.55M | Buy |
35,269
+182
| +0.5% | +$8K | 0.06% | 265 |
|
|
2024
Q1 | $1.47M | Buy |
35,087
+233
| +0.7% | +$9.79K | 0.06% | 259 |
|
|
2023
Q4 | $1.36M | Buy |
34,854
+1,012
| +3% | +$39.5K | 0.06% | 264 |
|
|
2023
Q3 | $1.18M | Sell |
33,842
-362
| -1% | -$12.7K | 0.05% | 270 |
|
|
2023
Q2 | $1.24M | Sell |
34,204
-8,771
| -20% | -$319K | 0.05% | 267 |
|
|
2023
Q1 | $1.61M | Sell |
42,975
-1,355
| -3% | -$50.6K | 0.07% | 235 |
|
|
2022
Q4 | $1.53M | Buy |
44,330
+160
| +0.4% | +$5.53K | 0.07% | 241 |
|
|
2022
Q3 | $1.39M | Hold |
44,170
| – | – | 0.07% | 232 |
|
|
2022
Q2 | $1.52M | Sell |
44,170
-6,616
| -13% | -$227K | 0.08% | 217 |
|
|
2022
Q1 | $1.87M | Buy |
50,786
+11,846
| +30% | +$436K | 0.08% | 228 |
|
|
2021
Q4 | $1.36M | Buy |
38,940
+284
| +0.7% | +$9.89K | 0.05% | 254 |
|
|
2021
Q3 | $1.29M | Buy |
38,656
+1,441
| +4% | +$48.1K | 0.06% | 253 |
|
|
2021
Q2 | $1.26M | Sell |
37,215
-1
| -0% | -$34 | 0.06% | 248 |
|
|
2021
Q1 | $1.21M | Sell |
37,216
-2,200
| -6% | -$71.5K | 0.06% | 242 |
|
|
2020
Q4 | $1.43M | Buy |
39,416
+608
| +2% | +$22K | 0.08% | 194 |
|
|
2020
Q3 | $1.4M | Sell |
38,808
-460
| -1% | -$16.5K | 0.1% | 178 |
|
|
2020
Q2 | $1.33M | Buy |
39,268
+2,960
| +8% | +$101K | 0.1% | 169 |
|
|
2020
Q1 | $1.09M | Hold |
36,308
| – | – | 0.1% | 159 |
|
|
2019
Q4 | $1.05M | Buy |
36,308
+2,500
| +7% | +$72.5K | 0.09% | 170 |
|
|
2019
Q3 | $953K | Sell |
33,808
-785
| -2% | -$22.1K | 0.09% | 165 |
|
|
2019
Q2 | $934K | Buy |
34,593
+610
| +2% | +$16.5K | 0.09% | 166 |
|
|
2019
Q1 | $841K | Hold |
33,983
| – | – | 0.08% | 166 |
|
|
2018
Q4 | $835K | Hold |
33,983
| – | – | 0.09% | 167 |
|
|
2018
Q3 | $777K | Hold |
33,983
| – | – | 0.07% | 185 |
|
|
2018
Q2 | $817K | Sell |
33,983
-1,075
| -3% | -$25.8K | 0.08% | 168 |
|
|
2018
Q1 | $893K | Buy |
35,058
+1,000
| +3% | +$25.5K | 0.09% | 152 |
|
|
2017
Q4 | $852K | Hold |
34,058
| – | – | 0.09% | 142 |
|
|
2017
Q3 | $839K | Buy |
+34,058
| New | +$839K | 0.1% | 128 |
|