Jacobi Capital Management’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 | $1.35M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $545K | Hold |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $254K | Sell |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $248K | Buy |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q2 | $237K | Buy |
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