Lowe Brockenbrough & 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 | $509K | Sell |
8,163
-350
| -4% | -$21.8K | 0.03% | 220 |
|
|
2025
Q1 | $502K | Hold |
8,513
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $421K | Hold |
8,513
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $423K | Hold |
8,513
| – | – | 0.03% | 225 |
|
|
2024
Q2 | $374K | Hold |
8,513
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $358K | Hold |
8,513
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $332K | Hold |
8,513
| – | – | 0.03% | 232 |
|
|
2023
Q3 | $298K | Hold |
8,513
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $310K | Hold |
8,513
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $318K | Sell |
8,513
-2,875
| -25% | -$107K | 0.03% | 235 |
|
|
2022
Q4 | $394K | Hold |
11,388
| – | – | 0.03% | 222 |
|
|
2022
Q3 | $359K | Hold |
11,388
| – | – | 0.03% | 215 |
|
|
2022
Q2 | $391K | Hold |
11,388
| – | – | 0.03% | 217 |
|
|
2022
Q1 | $419K | Buy |
+11,388
| New | +$419K | 0.03% | 221 |
|
|
2021
Q4 | – | Sell |
-11,388
| Closed | -$380K | – | 262 |
|
|
2021
Q3 | $380K | Buy |
+11,388
| New | +$380K | 0.03% | 227 |
|