Freedom Investment Management’s iShares Gold Trust IAU Stock Holding History

Freedom Investment Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,719	Closed	-$221K	–	110
2025 Q4	$221K	Sell	2,719 -315	-10%	-$24.6K	0.06%	113
2025 Q3	$221K	Sell	3,034 -23,513	-89%	-$1.53M	0.06%	135
2025 Q2	$1.66M	Sell	26,547 -2,313	-8%	-$143K	0.13%	133
2025 Q1	$1.7M	Sell	28,860 -198	-0.7%	-$10.7K	0.14%	127
2024 Q4	$1.44M	Sell	29,058 -1,073	-4%	-$53.9K	0.12%	156
2024 Q3	$1.5M	Sell	30,131 -411	-1%	-$19.2K	0.12%	155
2024 Q2	$1.34M	Sell	30,542 -5,431	-15%	-$240K	0.11%	177
2024 Q1	$1.51M	Sell	35,973 -4,969	-12%	-$195K	0.12%	158
2023 Q4	$1.6M	Buy	40,942 +1,302	+3%	+$48.7K	0.13%	145
2023 Q3	$1.39M	Sell	39,640 -4,968	-11%	-$181K	0.17%	135
2023 Q2	$1.62M	Sell	44,608 -3,463	-7%	-$130K	0.18%	128
2023 Q1	$1.8M	Buy	48,071 +4,203	+10%	+$151K	0.2%	127
2022 Q4	$1.52M	Sell	43,868 -3,574	-8%	-$117K	0.17%	156
2022 Q3	$1.5M	Sell	47,442 -5,295	-10%	-$174K	0.17%	147
2022 Q2	$1.81M	Buy	+52,737	New	+$1.88M	0.19%	127
2022 Q1	–	Sell	-112,819	Closed	-$3.93M	–	858
2021 Q4	$3.93M	Buy	+112,819	New	+$3.86M	0.29%	75
2021 Q3	–	Sell	-52,077	Closed	-$1.75M	–	865
2021 Q2	$1.75M	Buy	52,077 +516	+1%	+$17.8K	0.13%	189
2021 Q1	$1.68M	Sell	51,561 -77,962	-60%	-$2.66M	0.13%	187
2020 Q4	$4.7M	Sell	129,523 -15,820	-11%	-$566K	0.52%	42
2020 Q3	$5.23M	Sell	145,343 -11,171	-7%	-$408K	0.57%	30
2020 Q2	$5.32M	Sell	156,514 -41,426	-21%	-$1.36M	0.58%	31
2020 Q1	$5.94M	Buy	197,940 +2,736	+1%	+$82.7K	0.52%	36
2019 Q4	$5.66M	Sell	195,204 -22,186	-10%	-$629K	0.5%	35
2019 Q3	$6.13M	Sell	217,390 -198,923	-48%	-$5.61M	0.53%	28
2019 Q2	$11.2M	Buy	416,313 +114,238	+38%	+$2.86M	0.94%	17
2019 Q1	$7.48M	Buy	302,075 +156,984	+108%	+$3.92M	0.6%	26
2018 Q4	$3.57M	Sell	145,091 -6,754	-4%	-$159K	0.28%	54
2018 Q3	$3.48M	Sell	151,845 -3,481	-2%	-$80.9K	0.22%	71
2018 Q2	$3.73M	Sell	155,326 -18,821	-11%	-$472K	0.22%	67
2018 Q1	$4.43M	Buy	174,147 +37,479	+27%	+$957K	0.23%	61
2017 Q4	$3.42M	Sell	136,668 -14,668	-10%	-$360K	0.17%	73
2017 Q3	$3.73M	Buy	151,336 +4,811	+3%	+$118K	0.2%	54
2017 Q2	$3.5M	Buy	146,525 +13,849	+10%	+$335K	0.2%	56
2017 Q1	$3.19M	Buy	132,676 +2,920	+2%	+$68.6K	0.19%	63
2016 Q4	$2.88M	Sell	129,756 -8,252	-6%	-$194K	0.18%	60
2016 Q3	$3.5M	Buy	138,008 +3,855	+3%	+$99.2K	0.22%	48
2016 Q2	$3.42M	Buy	134,153 +25,552	+24%	+$621K	0.23%	37
2016 Q1	$2.58M	Buy	108,601 +31,023	+40%	+$710K	0.19%	57
2015 Q4	$1.59M	Buy	77,578 +74,903	+2,800%	+$1.6M	0.12%	117
2015 Q3	$617K	Sell	2,675 -62,224	-96%	-$1.35M	0.06%	274
2015 Q2	$1.47M	Buy	64,899 +4,262	+7%	+$98.3K	0.15%	96
2015 Q1	$1.39M	Buy	60,637 +8,549	+16%	+$202K	0.15%	93
2014 Q4	$1.19M	Sell	52,088 -5,934	-10%	-$138K	0.15%	99
2014 Q3	$1.36M	Buy	58,022 +5,606	+11%	+$139K	0.24%	68
2014 Q2	$1.35M	Sell	52,416 -645	-1%	-$16.1K	0.23%	60
2014 Q1	$1.32M	Buy	53,061 +13,353	+34%	+$335K	0.28%	47
2013 Q4	$928K	Sell	39,708 -16,174	-29%	-$399K	0.23%	70
2013 Q3	$1.44M	Buy	55,882 +2,626	+5%	+$67.8K	0.41%	39
2013 Q2	$1.28M	Buy	+53,256	New	+$1.47M	0.43%	42