Glenview Trust’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
$772K Buy
12,384
+1,095
+10% +$68.3K 0.01% 312
2025
Q1
$666K Hold
11,289
0.01% 317
2024
Q4
$559K Buy
+11,289
New +$559K 0.01% 339
2023
Q4
Sell
-11,643
Closed -$407K 474
2023
Q3
$407K Buy
11,643
+1,396
+14% +$48.8K 0.01% 345
2023
Q2
$373K Hold
10,247
0.01% 360
2023
Q1
$383K Hold
10,247
0.01% 353
2022
Q4
$354K Buy
+10,247
New +$354K 0.01% 346