Independent Family Office’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 | $25M | Sell |
400,907
-16,525
| -4% | -$1.03M | 11.59% | 2 |
|
|
2025
Q1 | $24.6M | Sell |
417,432
-1,925
| -0.5% | -$113K | 12.94% | 2 |
|
|
2024
Q4 | $20.8M | Sell |
419,357
-6,500
| -2% | -$322K | 10.79% | 3 |
|
|
2024
Q3 | $21.2M | Buy |
425,857
+16,827
| +4% | +$836K | 10.62% | 3 |
|
|
2024
Q2 | $18M | Sell |
409,030
-2,087
| -0.5% | -$91.7K | 10.25% | 3 |
|
|
2024
Q1 | $17.3M | Sell |
411,117
-22,427
| -5% | -$942K | 9.27% | 3 |
|
|
2023
Q4 | $16.9M | Hold |
433,544
| – | – | 9.57% | 3 |
|
|
2023
Q3 | $15.2M | Buy |
433,544
+9,367
| +2% | +$328K | 9.47% | 3 |
|
|
2023
Q2 | $15.4M | Sell |
424,177
-10,000
| -2% | -$364K | 9.35% | 3 |
|
|
2023
Q1 | $16.2M | Sell |
434,177
-324
| -0.1% | -$12.1K | 9.36% | 3 |
|
|
2022
Q4 | $15M | Buy |
434,501
+8,277
| +2% | +$286K | 9.03% | 3 |
|
|
2022
Q3 | $13.4M | Buy |
426,224
+31,400
| +8% | +$990K | 6.63% | 4 |
|
|
2022
Q2 | $13.5K | Buy |
394,824
+17,701
| +5% | +$607 | 6.68% | 2 |
|
|
2022
Q1 | $13.9M | Buy |
377,123
+5,253
| +1% | +$193K | 4.54% | 2 |
|
|
2021
Q4 | $12.9M | Buy |
371,870
+5,942
| +2% | +$207K | 4.89% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
365,928
+13,296
| +4% | +$444K | 5.02% | 2 |
|
|
2021
Q2 | $11.9M | Sell |
352,632
-19,458
| -5% | -$656K | 4.64% | 3 |
|
|
2021
Q1 | $12.1M | Buy |
372,090
+3,985
| +1% | +$130K | 4.75% | 3 |
|
|
2020
Q4 | $13.3M | Sell |
368,105
-12,700
| -3% | -$460K | 5.58% | 2 |
|
|
2020
Q3 | $13.7M | Buy |
380,805
+11,443
| +3% | +$412K | 6.5% | 2 |
|
|
2020
Q2 | $12.6M | Buy |
369,362
+8,262
| +2% | +$281K | 6.5% | 2 |
|
|
2020
Q1 | $10.9M | Buy |
361,100
+32,947
| +10% | +$993K | 6.77% | 2 |
|
|
2019
Q4 | $9.52M | Buy |
+328,153
| New | +$9.52M | 5.97% | 2 |
|