J.M. Forbes & Co’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.8M Sell
2025
Q1
$85.3M Buy
2024
Q4
$69.1M Buy
2024
Q3
$68.8M Sell
2024
Q2
$61.1M Buy
2024
Q1
$57.3M Sell
2023
Q4
$54M Buy
2023
Q3
$47.7M Buy
2023
Q2
$49.3M Sell
2023
Q1
$51M Buy
2022
Q4
$45.8M Sell
2022
Q3
$45.2M Sell
2022
Q2
$49.3M Sell
2022
Q1
$53.3M Buy
2021
Q4
$44.5M Sell
2021
Q3
$42.9M Sell
2021
Q2
$43.4M Sell
2021
Q1
$42.1M Sell
2020
Q4
$48M Buy
2020
Q3
$46.9M Buy
2020
Q2
$42.1M Buy
2020
Q1
$18.7M Buy