FWL Investment 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 | $1.57M | Sell |
25,216
-400
| -2% | -$24.9K | 0.48% | 44 |
|
|
2025
Q1 | $1.51M | Sell |
25,616
-2,650
| -9% | -$156K | 0.56% | 37 |
|
|
2024
Q4 | $1.4M | Hold |
28,266
| – | – | 0.51% | 45 |
|
|
2024
Q3 | $1.4M | Buy |
28,266
+4,466
| +19% | +$222K | 0.54% | 45 |
|
|
2024
Q2 | $1.05M | Sell |
23,800
-8,650
| -27% | -$380K | 0.53% | 30 |
|
|
2024
Q1 | $1.36M | Sell |
32,450
-3,550
| -10% | -$149K | 0.75% | 33 |
|
|
2023
Q4 | $1.41M | Hold |
36,000
| – | – | 0.82% | 29 |
|
|
2023
Q3 | $1.26M | Sell |
36,000
-900
| -2% | -$31.5K | 0.85% | 27 |
|
|
2023
Q2 | $1.34M | Buy |
36,900
+500
| +1% | +$18.2K | 0.92% | 29 |
|
|
2023
Q1 | $1.36M | Hold |
36,400
| – | – | 1% | 26 |
|
|
2022
Q4 | $1.26M | Buy |
36,400
+17,150
| +89% | +$593K | 0.95% | 24 |
|
|
2022
Q3 | $607K | Hold |
19,250
| – | – | 0.54% | 27 |
|
|
2022
Q2 | $660K | Hold |
19,250
| – | – | 0.48% | 33 |
|
|
2022
Q1 | $709K | Hold |
19,250
| – | – | 0.44% | 33 |
|
|
2021
Q4 | $670K | Hold |
19,250
| – | – | 0.41% | 35 |
|
|
2021
Q3 | $643K | Hold |
19,250
| – | – | 0.4% | 37 |
|
|
2021
Q2 | $649K | Hold |
19,250
| – | – | 0.39% | 37 |
|
|
2021
Q1 | $626K | Sell |
19,250
-750
| -4% | -$24.4K | 0.42% | 37 |
|
|
2020
Q4 | $725K | Buy |
+20,000
| New | +$725K | 0.56% | 37 |
|