Money Design’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
$115M Buy
1,837,740
+379,015
+26% +$23.6M 5.35% 6
2025
Q1
$86M Sell
1,458,725
-212,753
-13% -$12.5M 4.29% 7
2024
Q4
$82.3M Buy
1,671,478
+49,061
+3% +$2.41M 4.22% 6
2024
Q3
$80.6M Sell
1,622,417
-3,852
-0.2% -$191K 4.01% 8
2024
Q2
$71.4M Buy
1,626,269
+46,863
+3% +$2.06M 3.85% 10
2024
Q1
$66.4M Sell
1,579,406
-233,957
-13% -$9.83M 3.61% 10
2023
Q4
$70.8M Sell
1,813,363
-66,393
-4% -$2.59M 4% 7
2023
Q3
$65.8M Buy
1,879,756
+85,620
+5% +$3M 3.99% 7
2023
Q2
$65.3M Sell
1,794,136
-43,891
-2% -$1.6M 3.86% 7
2023
Q1
$68.7M Buy
1,838,027
+42,936
+2% +$1.6M 4.05% 5
2022
Q4
$62.1M Sell
1,795,091
-213,065
-11% -$7.37M 3.89% 4
2022
Q3
$63.3M Buy
2,008,156
+109,027
+6% +$3.44M 4.48% 4
2022
Q2
$65.2M Sell
1,899,129
-234,702
-11% -$8.05M 4.88% 3
2022
Q1
$78.6M Buy
2,133,831
+486,894
+30% +$17.9M 5.32% 2
2021
Q4
$56.9M Sell
1,646,937
-52,730
-3% -$1.82M 3.85% 4
2021
Q3
$56.8M Buy
1,699,667
+1,033,181
+155% +$34.5M 4.69% 5
2021
Q2
$22.5M Sell
666,486
-376,096
-36% -$12.7M 2.32% 20
2021
Q1
$33.9M Sell
1,042,582
-493,462
-32% -$16M 3.95% 9
2020
Q4
$55.5M Buy
1,536,044
+252,353
+20% +$9.11M 6.34% 3
2020
Q3
$46.2M Buy
1,283,691
+377,211
+42% +$13.6M 5.54% 3
2020
Q2
$30.8M Buy
906,480
+268,362
+42% +$9.12M 4.39% 7
2020
Q1
$19.2M Sell
638,118
-77,533
-11% -$2.34M 3.4% 10
2019
Q4
$20.7M Buy
715,651
+344,169
+93% +$9.97M 3.67% 10
2019
Q3
$10.5M Buy
371,482
+4,142
+1% +$117K 2.2% 16
2019
Q2
$9.92M Buy
367,340
+25,349
+7% +$684K 2.36% 16
2019
Q1
$8.47M Buy
341,991
+49,472
+17% +$1.22M 2.25% 19
2018
Q4
$7.19M Buy
292,519
+2,610
+0.9% +$64.2K 2.28% 17
2018
Q3
$6.63M Buy
289,909
+48,727
+20% +$1.11M 2.11% 20
2018
Q2
$5.8M Buy
241,182
+24,558
+11% +$590K 2.11% 20
2018
Q1
$5.52M Buy
216,624
+42,884
+25% +$1.09M 2.29% 17
2017
Q4
$4.35M Buy
173,740
+54,386
+46% +$1.36M 2.54% 17
2017
Q3
$2.94M Buy
+119,354
New +$2.94M 2.5% 17