Hamilton Wealth’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $11.1M | Buy |
222,540
+23,790
| +12% | +$1.18M | 2.7% | 12 |
|
2024
Q2 | $8.73M | Buy |
198,750
+15,096
| +8% | +$663K | 2.35% | 13 |
|
2024
Q1 | $7.72M | Buy |
183,654
+6,110
| +3% | +$257K | 2.41% | 13 |
|
2023
Q4 | $6.93M | Buy |
177,544
+14,388
| +9% | +$562K | 2.18% | 16 |
|
2023
Q3 | $5.71M | Buy |
163,156
+22,064
| +16% | +$772K | 2.05% | 16 |
|
2023
Q2 | $5.13M | Sell |
141,092
-4,911
| -3% | -$179K | 1.79% | 18 |
|
2023
Q1 | $5.46M | Buy |
146,003
+42,210
| +41% | +$1.58M | 1.92% | 15 |
|
2022
Q4 | $3.59M | Buy |
103,793
+2,011
| +2% | +$69.6K | 1.46% | 17 |
|
2022
Q3 | $3.21M | Buy |
101,782
+352
| +0.3% | +$11.1K | 1.36% | 21 |
|
2022
Q2 | $3.48M | Buy |
101,430
+7,968
| +9% | +$273K | 1.36% | 22 |
|
2022
Q1 | $3.44M | Sell |
93,462
-1,052
| -1% | -$38.7K | 1.5% | 20 |
|
2021
Q4 | $3.29M | Sell |
94,514
-3,828
| -4% | -$133K | 1.47% | 16 |
|
2021
Q3 | $3.29M | Buy |
98,342
+6,616
| +7% | +$221K | 1.51% | 20 |
|
2021
Q2 | $3.09M | Buy |
91,726
+2,437
| +3% | +$82.1K | 1.44% | 20 |
|
2021
Q1 | $2.9M | Sell |
89,289
-38,127
| -30% | -$1.24M | 1.41% | 21 |
|
2020
Q4 | $4.62M | Sell |
127,416
-8,942
| -7% | -$324K | 2.37% | 17 |
|
2020
Q3 | $4.91M | Buy |
136,358
+852
| +0.6% | +$30.7K | 2.75% | 14 |
|
2020
Q2 | $4.6M | Buy |
135,506
+9,123
| +7% | +$310K | 2.74% | 15 |
|
2020
Q1 | $3.81M | Buy |
126,383
+24,827
| +24% | +$748K | 2.84% | 18 |
|
2019
Q4 | $2.95M | Buy |
101,556
+7,715
| +8% | +$224K | 1.99% | 19 |
|
2019
Q3 | $2.65M | Buy |
93,841
+8,237
| +10% | +$232K | 1.88% | 23 |
|
2019
Q2 | $2.31M | Buy |
85,604
+25,595
| +43% | +$691K | 1.69% | 20 |
|
2019
Q1 | $1.49M | Buy |
60,009
+15,680
| +35% | +$388K | 1.18% | 29 |
|
2018
Q4 | $1.09M | Buy |
+44,329
| New | +$1.09M | 1.07% | 30 |
|