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 |
|