KCM Investment Advisors’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 | $1.08M | Buy |
17,365
+1,450
| +9% | +$90.4K | 0.04% | 208 |
|
|
2025
Q1 | $938K | Hold |
15,915
| – | – | 0.03% | 213 |
|
|
2024
Q4 | $788K | Buy |
15,915
+2,132
| +15% | +$106K | 0.03% | 222 |
|
|
2024
Q3 | $685K | Buy |
13,783
+27
| +0.2% | +$1.34K | 0.02% | 243 |
|
|
2024
Q2 | $604K | Buy |
13,756
+7,837
| +132% | +$344K | 0.02% | 246 |
|
|
2024
Q1 | $249K | Hold |
5,919
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $231K | Buy |
5,919
+42
| +0.7% | +$1.64K | 0.01% | 345 |
|
|
2023
Q3 | $206K | Sell |
5,877
-713
| -11% | -$24.9K | 0.01% | 356 |
|
|
2023
Q2 | $240K | Sell |
6,590
-883
| -12% | -$32.1K | 0.01% | 359 |
|
|
2023
Q1 | $279K | Sell |
7,473
-1,577
| -17% | -$58.9K | 0.01% | 353 |
|
|
2022
Q4 | $313K | Sell |
9,050
-1,551
| -15% | -$53.6K | 0.01% | 325 |
|
|
2022
Q3 | $334K | Buy |
10,601
+330
| +3% | +$10.4K | 0.02% | 296 |
|
|
2022
Q2 | $352K | Buy |
10,271
+68
| +0.7% | +$2.33K | 0.02% | 303 |
|
|
2022
Q1 | $376K | Sell |
10,203
-1,498
| -13% | -$55.2K | 0.01% | 330 |
|
|
2021
Q4 | $407K | Sell |
11,701
-171
| -1% | -$5.95K | 0.01% | 313 |
|
|
2021
Q3 | $397K | Hold |
11,872
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $400K | Buy |
11,872
+998
| +9% | +$33.6K | 0.02% | 295 |
|
|
2021
Q1 | $354K | Sell |
10,874
-7,903
| -42% | -$257K | 0.02% | 288 |
|
|
2020
Q4 | $681K | Buy |
18,777
+1,920
| +11% | +$69.6K | 0.03% | 209 |
|
|
2020
Q3 | $607K | Buy |
16,857
+10,588
| +169% | +$381K | 0.03% | 203 |
|
|
2020
Q2 | $213K | Buy |
6,269
+667
| +12% | +$22.7K | 0.01% | 320 |
|
|
2020
Q1 | $169K | Buy |
5,602
+325
| +6% | +$9.81K | 0.01% | 299 |
|
|
2019
Q4 | $153K | Sell |
5,277
-1,034
| -16% | -$30K | 0.01% | 338 |
|
|
2019
Q3 | $178K | Buy |
+6,311
| New | +$178K | 0.01% | 322 |
|
|
2015
Q3 | – | Sell |
-33,179
| Closed | -$752K | – | 535 |
|
|
2015
Q2 | $752K | Sell |
33,179
-41
| -0.1% | -$929 | 0.06% | 282 |
|
|
2015
Q1 | $761K | Buy |
33,220
+1,077
| +3% | +$24.7K | 0.06% | 282 |
|
|
2014
Q4 | $735K | Buy |
+32,143
| New | +$735K | 0.06% | 277 |
|