Fairview Capital Investment Management’s iShares Gold Trust IAU Stock Holding History

Fairview Capital Investment Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.58M	Buy	153,684 +449	+0.3%	+$28K	0.5%	34
2025 Q1	$9.03M	Buy	153,235 +12,968	+9%	+$765K	0.48%	40
2024 Q4	$6.94M	Buy	140,267 +3,032	+2%	+$150K	0.36%	45
2024 Q3	$6.82M	Buy	137,235 +206	+0.2%	+$10.2K	0.37%	46
2024 Q2	$6.02M	Buy	137,029 +738	+0.5%	+$32.4K	0.34%	50
2024 Q1	$5.73M	Buy	136,291 +2,257	+2%	+$94.8K	0.32%	50
2023 Q4	$5.23M	Buy	134,034 +555	+0.4%	+$21.7K	0.31%	51
2023 Q3	$4.67M	Buy	133,479 +1,692	+1%	+$59.2K	0.3%	52
2023 Q2	$4.8M	Buy	131,787 +101	+0.1%	+$3.68K	0.3%	50
2023 Q1	$4.92M	Sell	131,686 -2,464	-2%	-$92.1K	0.32%	50
2022 Q4	$4.64M	Sell	134,150 -24,825	-16%	-$859K	0.32%	52
2022 Q3	$5.01M	Sell	158,975 -1,218	-0.8%	-$38.4K	0.36%	50
2022 Q2	$5.5M	Buy	160,193 +1,813	+1%	+$62.2K	0.38%	49
2022 Q1	$5.83M	Buy	158,380 +2,838	+2%	+$105K	0.36%	47
2021 Q4	$5.41M	Buy	155,542 +4,544	+3%	+$158K	0.35%	46
2021 Q3	$5.04M	Sell	150,998 -1,076	-0.7%	-$35.9K	0.34%	46
2021 Q2	$5.13M	Buy	152,074 +6,988	+5%	+$236K	0.35%	46
2021 Q1	$4.72M	Buy	145,086 +2,412	+2%	+$78.4K	0.17%	74
2020 Q4	$5.17M	Sell	142,674 -375	-0.3%	-$13.6K	0.21%	60
2020 Q3	$5.15M	Buy	143,049 +6,175	+5%	+$222K	0.24%	55
2020 Q2	$4.65M	Buy	136,874 +39,444	+40%	+$1.34M	0.23%	53
2020 Q1	$2.94M	Buy	97,430 +10,744	+12%	+$324K	0.17%	61
2019 Q4	$2.51M	Buy	86,686 +8,715	+11%	+$253K	0.12%	69
2019 Q3	$2.2M	Buy	77,971 +2,658	+4%	+$74.9K	0.11%	75
2019 Q2	$2.03M	Buy	75,313 +275	+0.4%	+$7.42K	0.1%	72
2019 Q1	$1.86M	Buy	75,038 +8,400	+13%	+$208K	0.1%	75
2018 Q4	$1.64M	Buy	66,638 +20,650	+45%	+$507K	0.1%	74
2018 Q3	$1.05M	Buy	45,988 +25,463	+124%	+$582K	0.06%	77
2018 Q2	$493K	Sell	20,525 -3,388	-14%	-$81.4K	0.03%	87
2018 Q1	$608K	Buy	23,913 +11,225	+88%	+$285K	0.04%	80
2017 Q4	$317K	Buy	12,688 +1,475	+13%	+$36.9K	0.02%	96
2017 Q3	$276K	Buy	+11,213	New	+$276K	0.02%	101