Family 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 | $2.39M | Buy |
38,277
+147
| +0.4% | +$9.17K | 0.36% | 68 |
|
|
2025
Q1 | $2.25M | Buy |
38,130
+2,197
| +6% | +$130K | 0.37% | 68 |
|
|
2024
Q4 | $1.78M | Hold |
35,933
| – | – | 0.29% | 70 |
|
|
2024
Q3 | $1.79M | Hold |
35,933
| – | – | 0.29% | 68 |
|
|
2024
Q2 | $1.58M | Buy |
35,933
+13,400
| +59% | +$589K | 0.28% | 66 |
|
|
2024
Q1 | $947K | Hold |
22,533
| – | – | 0.17% | 74 |
|
|
2023
Q4 | $879K | Hold |
22,533
| – | – | 0.18% | 68 |
|
|
2023
Q3 | $788K | Hold |
22,533
| – | – | 0.18% | 63 |
|
|
2023
Q2 | $820K | Buy |
22,533
+2,842
| +14% | +$103K | 0.18% | 63 |
|
|
2023
Q1 | $736K | Hold |
19,691
| – | – | 0.17% | 64 |
|
|
2022
Q4 | $681K | Hold |
19,691
| – | – | 0.17% | 73 |
|
|
2022
Q3 | $621K | Hold |
19,691
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $676K | Hold |
19,691
| – | – | 0.18% | 77 |
|
|
2022
Q1 | $725K | Hold |
19,691
| – | – | 0.2% | 79 |
|
|
2021
Q4 | $685K | Hold |
19,691
| – | – | 0.18% | 87 |
|
|
2021
Q3 | $658K | Hold |
19,691
| – | – | 0.18% | 88 |
|
|
2021
Q2 | $664K | Sell |
19,691
-1
| -0% | -$34 | 0.18% | 88 |
|
|
2021
Q1 | $640K | Hold |
19,692
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $714K | Buy |
+19,692
| New | +$714K | 0.24% | 73 |
|
|
2015
Q2 | – | Sell |
-9,775
| Closed | -$224K | – | 101 |
|
|
2015
Q1 | $224K | Buy |
9,775
+750
| +8% | +$17.2K | 0.1% | 76 |
|
|
2014
Q4 | $206K | Sell |
9,025
-1,000
| -10% | -$22.8K | 0.09% | 81 |
|
|
2014
Q3 | $235K | Sell |
10,025
-1,750
| -15% | -$41K | 0.11% | 76 |
|
|
2014
Q2 | $303K | Hold |
11,775
| – | – | 0.15% | 63 |
|
|
2014
Q1 | $293K | Sell |
11,775
-1,375
| -10% | -$34.2K | 0.15% | 56 |
|
|
2013
Q4 | $307K | Sell |
13,150
-7,600
| -37% | -$177K | 0.18% | 52 |
|
|
2013
Q3 | $535K | Hold |
20,750
| – | – | 0.35% | 48 |
|
|
2013
Q2 | $498K | Buy |
+20,750
| New | +$498K | 0.3% | 55 |
|