Excalibur 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
Q4 | $325K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $289K | Hold |
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|
2017
Q4 | $284K | Hold |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $271K | Hold |
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|
2017
Q1 | $272K | Hold |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $289K | Hold |
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|
2016
Q1 | $269K | Sell |
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|
2015
Q4 | $304K | Buy |
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