McAdam LLC’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
$479K Buy
7,687
+341
+5% +$21.3K 0.03% 215
2025
Q1
$433K Sell
7,346
-487
-6% -$28.7K 0.03% 207
2024
Q4
$388K Sell
7,833
-226
-3% -$11.2K 0.02% 235
2024
Q3
$401K Sell
8,059
-792
-9% -$39.4K 0.02% 215
2024
Q2
$389K Sell
8,851
-1,344
-13% -$59K 0.02% 200
2024
Q1
$428K Sell
10,195
-2,410
-19% -$101K 0.03% 186
2023
Q4
$492K Sell
12,605
-4,531
-26% -$177K 0.04% 165
2023
Q3
$600K Sell
17,136
-9,845
-36% -$344K 0.05% 139
2023
Q2
$982K Sell
26,981
-7,061
-21% -$257K 0.08% 110
2023
Q1
$1.27M Buy
34,042
+27,998
+463% +$1.05M 0.11% 99
2022
Q4
$210K Sell
6,044
-45,054
-88% -$1.57M 0.02% 178
2022
Q3
$1.61M Buy
51,098
+2,610
+5% +$82.3K 0.17% 79
2022
Q2
$1.66M Buy
48,488
+38,464
+384% +$1.32M 0.18% 77
2022
Q1
$369K Buy
10,024
+3,980
+66% +$147K 0.03% 138
2021
Q4
$210K Buy
+6,044
New +$210K 0.02% 178
2018
Q4
Sell
-933
Closed -$22K 295
2018
Q3
$22K Buy
+933
New +$22K 0.01% 243