IEQ Capital’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
$37.9M Sell
608,173
-13,562
-2% -$846K 0.23% 61
2025
Q1
$36.7M Buy
621,735
+533,821
+607% +$31.5M 0.29% 52
2024
Q4
$4.35M Sell
87,914
-2,461
-3% -$122K 0.04% 297
2024
Q3
$4.49M Buy
90,375
+32,539
+56% +$1.62M 0.06% 212
2024
Q2
$2.54M Sell
57,836
-27,199
-32% -$1.19M 0.03% 288
2024
Q1
$3.57M Sell
85,035
-36,181
-30% -$1.52M 0.05% 231
2023
Q4
$4.73M Buy
121,216
+80,093
+195% +$3.13M 0.08% 164
2023
Q3
$1.44M Buy
41,123
+266
+0.7% +$9.31K 0.03% 315
2023
Q2
$1.49M Buy
40,857
+170
+0.4% +$6.19K 0.03% 313
2023
Q1
$1.52M Sell
40,687
-13,867
-25% -$518K 0.04% 296
2022
Q4
$1.89M Buy
54,554
+300
+0.6% +$10.4K 0.05% 248
2022
Q3
$1.71M Sell
54,254
-1,913
-3% -$60.3K 0.05% 257
2022
Q2
$1.93M Buy
56,167
+983
+2% +$33.7K 0.06% 210
2022
Q1
$2.03M Buy
55,184
+14,759
+37% +$544K 0.05% 204
2021
Q4
$1.41M Sell
40,425
-21,291
-34% -$741K 0.03% 247
2021
Q3
$2.06M Buy
61,716
+504
+0.8% +$16.8K 0.05% 183
2021
Q2
$2.06M Buy
61,212
+15,960
+35% +$538K 0.06% 171
2021
Q1
$1.47M Buy
45,252
+6,555
+17% +$213K 0.06% 171
2020
Q4
$1.4M Sell
38,697
-1,875
-5% -$68K 0.06% 144
2020
Q3
$1.46M Buy
40,572
+11,589
+40% +$417K 0.08% 134
2020
Q2
$985K Buy
28,983
+8,657
+43% +$294K 0.06% 155
2020
Q1
$613K Sell
20,326
-2,657
-12% -$80.1K 0.05% 182
2019
Q4
$666K Buy
+22,983
New +$666K 0.06% 189