Interchange Capital Partners’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 | $4.18M | Sell |
67,036
-2,597
| -4% | -$162K | 0.97% | 19 |
|
|
2025
Q1 | $4.1M | Buy |
69,633
+26,564
| +62% | +$1.56M | 1.15% | 14 |
|
|
2024
Q4 | $2.13M | Sell |
43,069
-5,321
| -11% | -$263K | 0.77% | 29 |
|
|
2024
Q3 | $2.4M | Buy |
48,390
+2,171
| +5% | +$108K | 0.85% | 26 |
|
|
2024
Q2 | $2.03M | Buy |
46,219
+16,811
| +57% | +$739K | 0.74% | 33 |
|
|
2024
Q1 | $1.24M | Sell |
29,408
-1,525
| -5% | -$64.1K | 0.83% | 29 |
|
|
2023
Q4 | $1.32M | Sell |
30,933
-1,142
| -4% | -$48.9K | 0.99% | 23 |
|
|
2023
Q3 | $1.12M | Sell |
32,075
-189
| -0.6% | -$6.61K | 0.89% | 25 |
|
|
2023
Q2 | $1.17M | Sell |
32,264
-989
| -3% | -$36K | 0.9% | 26 |
|
|
2023
Q1 | $1.41M | Buy |
33,253
+9,893
| +42% | +$420K | 0.76% | 32 |
|
|
2022
Q4 | $808K | Sell |
23,360
-30,276
| -56% | -$1.05M | 0.82% | 32 |
|
|
2022
Q3 | $1.69M | Sell |
53,636
-12,833
| -19% | -$405K | 1.86% | 9 |
|
|
2022
Q2 | $2.28M | Sell |
66,469
-2,360
| -3% | -$81K | 2.56% | 6 |
|
|
2022
Q1 | $2.53M | Sell |
68,829
-10,544
| -13% | -$388K | 2.6% | 5 |
|
|
2021
Q4 | $2.76M | Buy |
79,373
+64,026
| +417% | +$2.23M | 2.77% | 4 |
|
|
2021
Q3 | $512K | Buy |
15,347
+966
| +7% | +$32.2K | 0.86% | 44 |
|
|
2021
Q2 | $484K | Sell |
14,381
-110,909
| -89% | -$3.73M | 0.75% | 48 |
|
|
2021
Q1 | $4.12M | Sell |
125,290
-6,634
| -5% | -$218K | 2.24% | 5 |
|
|
2020
Q4 | $4.78M | Buy |
+131,924
| New | +$4.78M | 2.59% | 1 |
|