HM Payson & Co’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
Q1 | $44.9K | Sell |
761
-375
| -33% | -$22.1K | ﹤0.01% | 661 |
|
|
2024
Q4 | $56.2K | Buy |
1,136
+375
| +49% | +$18.6K | ﹤0.01% | 624 |
|
|
2024
Q3 | $37.8K | Hold |
761
| – | – | ﹤0.01% | 675 |
|
|
2024
Q2 | $33.4K | Sell |
761
-43
| -5% | -$1.89K | ﹤0.01% | 667 |
|
|
2024
Q1 | $33.8K | Buy |
804
+43
| +6% | +$1.81K | ﹤0.01% | 666 |
|
|
2023
Q4 | $29.7K | Hold |
761
| – | – | ﹤0.01% | 675 |
|
|
2023
Q3 | $26.6K | Sell |
761
-5
| -0.7% | -$175 | ﹤0.01% | 692 |
|
|
2023
Q2 | $27.9K | Hold |
766
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $28.6K | Hold |
766
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $26.5K | Hold |
766
| – | – | ﹤0.01% | 643 |
|
|
2022
Q3 | $24K | Sell |
766
-325
| -30% | -$10.2K | ﹤0.01% | 670 |
|
|
2022
Q2 | $37K | Sell |
1,091
-341
| -24% | -$11.6K | ﹤0.01% | 627 |
|
|
2022
Q1 | $53K | Buy |
1,432
+666
| +87% | +$24.6K | ﹤0.01% | 590 |
|
|
2021
Q4 | $27K | Sell |
766
-1,289
| -63% | -$45.4K | ﹤0.01% | 711 |
|
|
2021
Q3 | $69K | Buy |
2,055
+1,107
| +117% | +$37.2K | ﹤0.01% | 539 |
|
|
2021
Q2 | $32K | Buy |
948
+62
| +7% | +$2.09K | ﹤0.01% | 666 |
|
|
2021
Q1 | $29K | Sell |
886
-820
| -48% | -$26.8K | ﹤0.01% | 695 |
|
|
2020
Q4 | $62K | Buy |
1,706
+945
| +124% | +$34.3K | ﹤0.01% | 562 |
|
|
2020
Q3 | $27K | Hold |
761
| – | – | ﹤0.01% | 684 |
|
|
2020
Q2 | $26K | Buy |
761
+350
| +85% | +$12K | ﹤0.01% | 630 |
|
|
2020
Q1 | $12K | Hold |
411
| – | – | ﹤0.01% | 714 |
|
|
2019
Q4 | $12K | Hold |
411
| – | – | ﹤0.01% | 789 |
|
|
2019
Q3 | $12K | Hold |
411
| – | – | ﹤0.01% | 797 |
|
|
2019
Q2 | $11K | Buy |
+411
| New | +$11K | ﹤0.01% | 808 |
|