Greenleaf 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 | $570K | Sell |
9,146
-752
| -8% | -$46.9K | 0.01% | 453 |
|
|
2025
Q1 | $584K | Buy |
9,898
+482
| +5% | +$28.4K | 0.01% | 459 |
|
|
2024
Q4 | $466K | Sell |
9,416
-515
| -5% | -$25.5K | ﹤0.01% | 521 |
|
|
2024
Q3 | $494K | Buy |
9,931
+1,923
| +24% | +$95.6K | ﹤0.01% | 519 |
|
|
2024
Q2 | $352K | Buy |
8,008
+2,599
| +48% | +$114K | ﹤0.01% | 569 |
|
|
2024
Q1 | $227K | Buy |
5,409
+43
| +0.8% | +$1.81K | ﹤0.01% | 706 |
|
|
2023
Q4 | $209K | Buy |
+5,366
| New | +$209K | ﹤0.01% | 716 |
|