Glass Jacobson Investment Advisors’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 | $148K | Sell |
2,367
-22,459
| -90% | -$1.4M | 0.06% | 198 |
|
|
2025
Q1 | $1.23M | Hold |
24,826
| – | – | 0.4% | 77 |
|
|
2024
Q4 | $1.23M | Sell |
24,826
-673
| -3% | -$33.3K | 0.4% | 77 |
|
|
2024
Q3 | $1.27M | Sell |
25,499
-470
| -2% | -$23.4K | 0.42% | 75 |
|
|
2024
Q2 | $1.14M | Buy |
25,969
+1,813
| +8% | +$79.6K | 0.42% | 76 |
|
|
2024
Q1 | $1.01M | Sell |
24,156
-1,446
| -6% | -$60.7K | 0.38% | 82 |
|
|
2023
Q4 | $999K | Sell |
25,602
-1,312
| -5% | -$51.2K | 0.41% | 78 |
|
|
2023
Q3 | $942K | Sell |
26,914
-2,247
| -8% | -$78.6K | 0.43% | 72 |
|
|
2023
Q2 | $1.06M | Buy |
+29,161
| New | +$1.06M | 0.49% | 62 |
|
|
2022
Q4 | $838K | Buy |
+24,219
| New | +$838K | 0.42% | 72 |
|