KCM Investment Advisors’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 | $1.08M | Buy |
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|
2025
Q1 | $938K | Hold |
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|
2024
Q4 | $788K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $681K | Buy |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | $169K | Buy |
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|
2019
Q4 | $153K | Sell |
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|
2019
Q3 | $178K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $752K | Sell |
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|
2015
Q1 | $761K | Buy |
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|
2014
Q4 | $735K | Buy |
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