Knollwood Investment Advisory’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 | $3.83M | Hold |
61,376
| – | – | 0.37% | 59 |
|
2025
Q1 | $3.62M | Buy |
61,376
+18,525
| +43% | +$1.09M | 0.4% | 55 |
|
2024
Q4 | $2.12M | Hold |
42,851
| – | – | 0.22% | 113 |
|
2024
Q3 | $2.13M | Hold |
42,851
| – | – | 0.23% | 110 |
|
2024
Q2 | $1.88M | Hold |
42,851
| – | – | 0.21% | 115 |
|
2024
Q1 | $1.8M | Hold |
42,851
| – | – | 0.33% | 54 |
|
2023
Q4 | $1.67M | Hold |
42,851
| – | – | 0.35% | 56 |
|
2023
Q3 | $1.5M | Hold |
42,851
| – | – | 0.7% | 40 |
|
2023
Q2 | $1.56M | Hold |
42,851
| – | – | 0.53% | 49 |
|
2023
Q1 | $1.6M | Hold |
42,851
| – | – | 0.31% | 51 |
|
2022
Q4 | $1.48M | Buy |
+42,851
| New | +$1.48M | 0.58% | 49 |
|