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Inscription Capital’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.54M Sell
88,807
-96
-0.1% -$5.99K 0.8% 25
2025
Q1
$3.73M Buy
+88,903
New +$3.73M 0.62% 29
2024
Q3
$4.53M Sell
91,137
-266
-0.3% -$13.2K 0.67% 25
2024
Q2
$4.02M Buy
91,403
+2,500
+3% +$110K 0.65% 28
2024
Q1
$3.73M Buy
88,903
+1,313
+1% +$55.2K 0.62% 29
2023
Q4
$3.42M Buy
87,590
+702
+0.8% +$27.4K 0.93% 18
2023
Q3
$3.04M Sell
86,888
-5,854
-6% -$205K 0.99% 19
2023
Q2
$3.37M Sell
92,742
-12,982
-12% -$472K 1.05% 19
2023
Q1
$3.95M Sell
105,724
-88
-0.1% -$3.29K 1.04% 16
2022
Q4
$3.66M Sell
105,812
-5,834
-5% -$202K 1.25% 15
2022
Q3
$3.52M Hold
111,646
0.99% 18
2022
Q2
$3.83M Sell
111,646
-5,510
-5% -$189K 0.69% 32
2022
Q1
$4.32M Buy
117,156
+232
+0.2% +$8.55K 1.23% 15
2021
Q4
$4.07M Buy
116,924
+28,165
+32% +$980K 1.11% 15
2021
Q3
$2.97M Buy
88,759
+71,832
+424% +$2.4M 0.93% 24
2021
Q2
$571K Sell
16,927
-165,360
-91% -$5.58M 0.06% 184
2021
Q1
$2.96M Sell
182,287
-105
-0.1% -$1.71K 1.01% 19
2020
Q4
$3.31M Hold
182,392
1.27% 14
2020
Q3
$3.28M Buy
182,392
+24,962
+16% +$449K 1.46% 12
2020
Q2
$2.68M Buy
157,430
+16,000
+11% +$272K 1.48% 13
2020
Q1
$2.13M Sell
141,430
-25,240
-15% -$380K 1.42% 16
2019
Q4
$2.42M Buy
166,670
+16,372
+11% +$237K 1.07% 22
2019
Q3
$2.12M Sell
150,298
-32,888
-18% -$464K 1.16% 21
2019
Q2
$2.56M Buy
+183,186
New +$2.56M 1.92% 13