Mill Creek Capital Advisors’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 | $12.3M | Buy |
197,538
+180,717
| +1,074% | +$11.3M | 0.27% | 31 |
|
2025
Q1 | $992K | Hold |
16,821
| – | – | 0.02% | 117 |
|
2024
Q4 | $833K | Hold |
16,821
| – | – | 0.02% | 128 |
|
2024
Q3 | $836K | Hold |
16,821
| – | – | 0.02% | 125 |
|
2024
Q2 | $739K | Hold |
16,821
| – | – | 0.02% | 137 |
|
2024
Q1 | $707K | Hold |
16,821
| – | – | 0.02% | 133 |
|
2023
Q4 | $657K | Hold |
16,821
| – | – | 0.02% | 135 |
|
2023
Q3 | $589K | Hold |
16,821
| – | – | 0.02% | 127 |
|
2023
Q2 | $612K | Sell |
16,821
-38,630
| -70% | -$1.41M | 0.02% | 136 |
|
2023
Q1 | $2.07M | Hold |
55,451
| – | – | 0.08% | 68 |
|
2022
Q4 | $1.92M | Buy |
+55,451
| New | +$1.92M | 0.08% | 67 |
|