Family 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
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.79M | Hold |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $947K | Hold |
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|
2023
Q4 | $879K | Hold |
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|
2023
Q3 | $788K | Hold |
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|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | $736K | Hold |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $676K | Hold |
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|
2022
Q1 | $725K | Hold |
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|
2021
Q4 | $685K | Hold |
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|
2021
Q3 | $658K | Hold |
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|
2021
Q2 | $664K | Sell |
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|
2021
Q1 | $640K | Hold |
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|
2020
Q4 | $714K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $224K | Buy |
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|
2014
Q4 | $206K | Sell |
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|
2014
Q3 | $235K | Sell |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $293K | Sell |
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|
2013
Q4 | $307K | Sell |
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|
2013
Q3 | $535K | Hold |
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|
2013
Q2 | $498K | Buy |
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