LVM Capital Management’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 | $18.3M | Sell |
292,677
-1,149
| -0.4% | -$71.7K | 1.89% | 16 |
|
|
2025
Q1 | $17.3M | Buy |
293,826
+3,395
| +1% | +$200K | 1.93% | 15 |
|
|
2024
Q4 | $14.4M | Buy |
290,431
+5,261
| +2% | +$260K | 1.55% | 18 |
|
|
2024
Q3 | $12.5M | Hold |
285,170
| – | – | 1.43% | 23 |
|
|
2024
Q2 | $12.5M | Buy |
285,170
+10,058
| +4% | +$442K | 1.43% | 23 |
|
|
2024
Q1 | $11.6M | Sell |
275,112
-1,385
| -0.5% | -$58.2K | 1.37% | 27 |
|
|
2023
Q4 | $10.8M | Sell |
276,497
-564
| -0.2% | -$22K | 1.38% | 26 |
|
|
2023
Q3 | $9.69M | Sell |
277,061
-3,449
| -1% | -$121K | 1.37% | 27 |
|
|
2023
Q2 | $10.2M | Buy |
280,510
+10,074
| +4% | +$367K | 1.36% | 28 |
|
|
2023
Q1 | $10.1M | Buy |
270,436
+2,183
| +0.8% | +$81.6K | 1.4% | 27 |
|
|
2022
Q4 | $9.28M | Sell |
268,253
-6,815
| -2% | -$236K | 1.34% | 31 |
|
|
2022
Q3 | $8.67M | Buy |
275,068
+1,772
| +0.6% | +$55.9K | 1.33% | 30 |
|
|
2022
Q2 | $9.38M | Buy |
273,296
+11,172
| +4% | +$383K | 1.36% | 31 |
|
|
2022
Q1 | $9.65M | Sell |
262,124
-31,836
| -11% | -$1.17M | 1.28% | 30 |
|
|
2021
Q4 | $10.2M | Sell |
293,960
-590
| -0.2% | -$20.5K | 1.36% | 26 |
|
|
2021
Q3 | $9.84M | Sell |
294,550
-4,006
| -1% | -$134K | 1.48% | 25 |
|
|
2021
Q2 | $10.1M | Buy |
298,556
+8,972
| +3% | +$302K | 1.54% | 25 |
|
|
2021
Q1 | $9.42M | Sell |
289,584
-5,818
| -2% | -$189K | 1.53% | 25 |
|
|
2020
Q4 | $10.7M | Sell |
295,402
-668
| -0.2% | -$24.2K | 1.8% | 21 |
|
|
2020
Q3 | $10.7M | Buy |
296,070
+22,227
| +8% | +$800K | 2.07% | 20 |
|
|
2020
Q2 | $9.31M | Buy |
+273,843
| New | +$9.31M | 1.91% | 21 |
|