Garde Capital’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 | $2.87M | Buy |
46,001
+4,805
| +12% | +$300K | 0.15% | 70 |
|
|
2025
Q1 | $2.43M | Buy |
41,196
+4,656
| +13% | +$275K | 0.14% | 67 |
|
|
2024
Q4 | $1.81M | Buy |
36,540
+10,511
| +40% | +$520K | 0.12% | 74 |
|
|
2024
Q3 | $1.29M | Hold |
26,029
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $1.14M | Hold |
26,029
| – | – | 0.08% | 84 |
|
|
2024
Q1 | $1.09M | Hold |
26,029
| – | – | 0.08% | 89 |
|
|
2023
Q4 | $1.02M | Buy |
26,029
+3,209
| +14% | +$125K | 0.08% | 89 |
|
|
2023
Q3 | $798K | Hold |
22,820
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $830K | Hold |
22,820
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $853K | Hold |
22,820
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $789K | Hold |
22,820
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $720K | Buy |
22,820
+6,119
| +37% | +$193K | 0.09% | 87 |
|
|
2022
Q2 | $573K | Sell |
16,701
-1,200
| -7% | -$41.2K | 0.07% | 106 |
|
|
2022
Q1 | $659K | Hold |
17,901
| – | – | 0.07% | 111 |
|
|
2021
Q4 | $623K | Sell |
17,901
-8,327
| -32% | -$290K | 0.06% | 115 |
|
|
2021
Q3 | $876K | Sell |
26,228
-64
| -0.2% | -$2.14K | 0.09% | 93 |
|
|
2021
Q2 | $886K | Buy |
26,292
+8,702
| +49% | +$293K | 0.09% | 89 |
|
|
2021
Q1 | $572K | Buy |
17,590
+9,005
| +105% | +$293K | 0.07% | 117 |
|
|
2020
Q4 | $311K | Hold |
8,585
| – | – | 0.04% | 142 |
|
|
2020
Q3 | $309K | Buy |
8,585
+1,077
| +14% | +$38.8K | 0.05% | 130 |
|
|
2020
Q2 | $255K | Buy |
+7,508
| New | +$255K | 0.04% | 125 |
|
|
2019
Q1 | – | Sell |
-5,133
| Closed | -$126K | – | 153 |
|
|
2018
Q4 | $126K | Sell |
5,133
-1,754
| -25% | -$43.1K | 0.02% | 160 |
|
|
2018
Q3 | $160K | Sell |
6,887
-1,084
| -14% | -$25.2K | 0.03% | 169 |
|
|
2018
Q2 | $192K | Buy |
+7,971
| New | +$192K | 0.03% | 169 |
|
|
2017
Q4 | – | Sell |
-11,129
| Closed | -$274K | – | 169 |
|
|
2017
Q3 | $274K | Hold |
11,129
| – | – | 0.05% | 137 |
|
|
2017
Q2 | $266K | Hold |
11,129
| – | – | 0.07% | 107 |
|
|
2017
Q1 | $267K | Sell |
11,129
-500
| -4% | -$12K | 0.07% | 93 |
|
|
2016
Q4 | $258K | Buy |
11,629
+3,607
| +45% | +$80K | 0.07% | 94 |
|
|
2016
Q3 | $173K | Sell |
8,022
-2,300
| -22% | -$49.6K | 0.06% | 139 |
|
|
2016
Q2 | $263K | Buy |
10,322
+1,064
| +11% | +$27.1K | 0.09% | 86 |
|
|
2016
Q1 | $220K | Sell |
9,258
-150
| -2% | -$3.56K | 0.07% | 102 |
|
|
2015
Q4 | $192K | Buy |
9,408
+1,386
| +17% | +$28.3K | 0.07% | 103 |
|
|
2015
Q3 | $173K | Sell |
8,022
-204
| -2% | -$4.4K | 0.06% | 139 |
|
|
2015
Q2 | $187K | Buy |
8,226
+704
| +9% | +$16K | 0.06% | 139 |
|
|
2015
Q1 | $172K | Sell |
7,522
-745
| -9% | -$17K | 0.05% | 140 |
|
|
2014
Q4 | $189K | Buy |
8,267
+2,128
| +35% | +$48.7K | 0.06% | 137 |
|
|
2014
Q3 | $144K | Hold |
6,139
| – | – | 0.06% | 100 |
|
|
2014
Q2 | $158K | Buy |
+6,139
| New | +$158K | 0.06% | 96 |
|