Horan Capital Advisors’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 | $889K | Hold |
15,085
| – | – | 0.3% | 59 |
|
|
2024
Q4 | $747K | Hold |
15,085
| – | – | 0.25% | 59 |
|
|
2024
Q3 | $750K | Hold |
15,085
| – | – | 0.25% | 62 |
|
|
2024
Q2 | $663K | Hold |
15,085
| – | – | 0.23% | 65 |
|
|
2024
Q1 | $634K | Hold |
15,085
| – | – | 0.23% | 66 |
|
|
2023
Q4 | $589K | Hold |
15,085
| – | – | 0.22% | 69 |
|
|
2023
Q3 | $528K | Hold |
15,085
| – | – | 0.21% | 69 |
|
|
2023
Q2 | $549K | Hold |
15,085
| – | – | 0.21% | 69 |
|
|
2023
Q1 | $564K | Hold |
15,085
| – | – | 0.23% | 66 |
|
|
2022
Q4 | $522K | Hold |
15,085
| – | – | 0.23% | 65 |
|
|
2022
Q3 | $476K | Hold |
15,085
| – | – | 0.23% | 64 |
|
|
2022
Q2 | $518K | Hold |
15,085
| – | – | 0.24% | 64 |
|
|
2022
Q1 | $556K | Hold |
15,085
| – | – | 0.22% | 66 |
|
|
2021
Q4 | $525K | Sell |
15,085
-117
| -0.8% | -$4.07K | 0.21% | 63 |
|
|
2021
Q3 | $508K | Buy |
15,202
+117
| +0.8% | +$3.91K | 0.22% | 60 |
|
|
2021
Q2 | $509K | Hold |
15,085
| – | – | 0.23% | 59 |
|
|
2021
Q1 | $491K | Hold |
15,085
| – | – | 0.24% | 62 |
|
|
2020
Q4 | $547K | Buy |
+15,085
| New | +$547K | 0.28% | 59 |
|