J.W. Burns & 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 | $1.9M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $986K | Buy |
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|
2023
Q1 | $912K | Hold |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $769K | Hold |
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|
2022
Q2 | $837K | Buy |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $722K | Buy |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $778K | Buy |
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|
2020
Q2 | $647K | Hold |
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|
2020
Q1 | $574K | Buy |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $403K | Buy |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $425K | Hold |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $452K | Hold |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $352K | Sell |
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|
2016
Q4 | $358K | Sell |
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|
2016
Q3 | $434K | Hold |
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|
2016
Q2 | $436K | Hold |
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|
2016
Q1 | $406K | Hold |
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|
2015
Q4 | $350K | Sell |
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|
2015
Q3 | $402K | Sell |
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|
2015
Q2 | $462K | Sell |
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|
2015
Q1 | $487K | Sell |
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|
2014
Q4 | $531K | Sell |
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|
2014
Q3 | $765K | Sell |
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|
2014
Q2 | $927K | Sell |
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|
2014
Q1 | $968K | Sell |
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|
2013
Q4 | $923K | Sell |
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|
2013
Q3 | $1.14M | Sell |
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|
2013
Q2 | $1.11M | Buy |
|