Joel Isaacson & Co’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	$282K	Buy	4,515 +831	+23%	+$51.8K	0.01%	346
2025 Q1	$217K	Buy	+3,684	New	+$217K	0.01%	367
2020 Q1	–	Sell	-13,000	Closed	-$377K	–	202
2019 Q4	$377K	Buy	13,000 +500	+4%	+$14.5K	0.05%	151
2019 Q3	$353K	Hold	12,500	–	–	0.05%	150
2019 Q2	$338K	Hold	12,500	–	–	0.05%	154
2019 Q1	$310K	Hold	12,500	–	–	0.05%	168
2018 Q4	$309K	Hold	12,500	–	–	0.05%	178
2018 Q3	$286K	Hold	12,500	–	–	0.05%	164
2018 Q2	$301K	Hold	12,500	–	–	0.05%	159
2018 Q1	$318K	Hold	12,500	–	–	0.06%	149
2017 Q4	$313K	Hold	12,500	–	–	0.05%	148
2017 Q3	$308K	Hold	12,500	–	–	0.06%	148
2017 Q2	$299K	Hold	12,500	–	–	0.06%	144
2017 Q1	$300K	Hold	12,500	–	–	0.06%	137
2016 Q4	$277K	Hold	12,500	–	–	0.06%	132
2016 Q3	$317K	Hold	12,500	–	–	0.07%	129
2016 Q2	$319K	Hold	12,500	–	–	0.07%	128
2016 Q1	$297K	Buy	+12,500	New	+$297K	0.07%	140
2015 Q2	–	Sell	-404	Closed	-$9K	–	766
2015 Q1	$9K	Buy	+404	New	+$9K	﹤0.01%	580
2013 Q4	–	Sell	-1,125	Closed	-$29K	–	511
2013 Q3	$29K	Hold	1,125	–	–	0.01%	318
2013 Q2	$27K	Buy	+1,125	New	+$27K	0.01%	288