Klingman & Associates’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 | $436K | Sell |
6,993
-873
| -11% | -$54.4K | 0.02% | 186 |
|
|
2025
Q1 | $464K | Hold |
7,866
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $389K | Sell |
7,866
-117
| -1% | -$5.79K | 0.02% | 182 |
|
|
2024
Q3 | $397K | Buy |
7,983
+3,333
| +72% | +$166K | 0.02% | 182 |
|
|
2024
Q2 | $204K | Buy |
+4,650
| New | +$204K | 0.01% | 239 |
|
|
2022
Q1 | – | Sell |
-5,790
| Closed | -$202K | – | 208 |
|
|
2021
Q4 | $202K | Buy |
+5,790
| New | +$202K | 0.02% | 179 |
|
|
2021
Q2 | – | Sell |
-5,449
| Closed | -$177K | – | 167 |
|
|
2021
Q1 | $177K | Buy |
+5,449
| New | +$177K | 0.02% | 168 |
|
|
2016
Q3 | – | Sell |
-218
| Closed | -$6K | – | 381 |
|
|
2016
Q2 | $6K | Buy |
+218
| New | +$6K | ﹤0.01% | 320 |
|