HCC
Hirtle Callaghan & Co’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Hold |
12,402
| – | – | 0.03% | 68 |
|
|
2025
Q1 | $731K | Hold |
12,402
| – | – | 0.03% | 76 |
|
|
2024
Q4 | $614K | Hold |
12,402
| – | – | 0.03% | 78 |
|
|
2024
Q3 | $616K | Hold |
12,402
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $545K | Hold |
12,402
| – | – | 0.02% | 71 |
|
|
2024
Q1 | $521K | Sell |
12,402
-10,247
| -45% | -$430K | 0.02% | 75 |
|
|
2023
Q4 | $884K | Sell |
22,649
-10,601
| -32% | -$414K | 0.04% | 57 |
|
|
2023
Q3 | $1.16M | Sell |
33,250
-4,002
| -11% | -$140K | 0.06% | 49 |
|
|
2023
Q2 | $1.36M | Sell |
37,252
-4,201
| -10% | -$153K | 0.06% | 47 |
|
|
2023
Q1 | $1.55M | Sell |
41,453
-4,046
| -9% | -$151K | 0.08% | 46 |
|
|
2022
Q4 | $1.57M | Hold |
45,499
| – | – | 0.1% | 58 |
|
|
2022
Q3 | $1.44M | Hold |
45,499
| – | – | 0.1% | 60 |
|
|
2022
Q2 | $1.56M | Hold |
45,499
| – | – | 0.09% | 54 |
|
|
2022
Q1 | $1.68M | Sell |
45,499
-535
| -1% | -$19.7K | 0.08% | 48 |
|
|
2021
Q4 | $1.6M | Buy |
+46,034
| New | +$1.6M | 0.08% | 45 |
|