Graham Capital Wealth 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 | $775K | Sell |
12,432
-35,792
| -74% | -$2.23M | 0.86% | 30 |
|
|
2025
Q1 | $2.84M | Sell |
48,224
-63,358
| -57% | -$3.74M | 3.04% | 10 |
|
|
2024
Q4 | $5.52M | Sell |
111,582
-199,522
| -64% | -$9.88M | 4.76% | 2 |
|
|
2024
Q3 | $15.5M | Sell |
311,104
-5,344
| -2% | -$266K | 15.83% | 1 |
|
|
2024
Q2 | $13.9M | Sell |
316,448
-11,137
| -3% | -$489K | 18.76% | 1 |
|
|
2024
Q1 | $13.8M | Sell |
327,585
-5,689
| -2% | -$239K | 23.47% | 1 |
|
|
2023
Q4 | $13M | Buy |
333,274
+34,665
| +12% | +$1.35M | 34.25% | 1 |
|
|
2023
Q3 | $10.9M | Hold |
298,609
| – | – | 25.63% | 1 |
|
|
2023
Q2 | $10.9M | Sell |
298,609
-4,462
| -1% | -$162K | 25.63% | 1 |
|
|
2023
Q1 | $113M | Buy |
303,071
+251,537
| +488% | +$94M | 16.35% | 1 |
|
|
2022
Q4 | $1.78M | Sell |
51,534
-761
| -1% | -$26.3K | 3.18% | 10 |
|
|
2022
Q3 | $1.65M | Sell |
52,295
-29,557
| -36% | -$932K | 1.98% | 15 |
|
|
2022
Q2 | $2.81M | Sell |
81,852
-48,837
| -37% | -$1.68M | 2.46% | 11 |
|
|
2022
Q1 | $4.81M | Sell |
130,689
-79,371
| -38% | -$2.92M | 4.28% | 1 |
|
|
2021
Q4 | $7.29M | Buy |
+210,060
| New | +$7.29M | 5.95% | 1 |
|