Morton 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 | $10.7M | Sell |
171,985
-16,927
| -9% | -$1.06M | 1.9% | 9 |
|
|
2025
Q1 | $11.1M | Sell |
188,912
-18,436
| -9% | -$1.09M | 2.15% | 9 |
|
|
2024
Q4 | $10.3M | Buy |
207,348
+6,615
| +3% | +$328K | 1.93% | 10 |
|
|
2024
Q3 | $9.98M | Sell |
200,733
-40,379
| -17% | -$2.01M | 1.96% | 10 |
|
|
2024
Q2 | $10.6M | Sell |
241,112
-4,214
| -2% | -$185K | 2.51% | 9 |
|
|
2024
Q1 | $10.3M | Sell |
245,326
-818
| -0.3% | -$34.4K | 2.78% | 8 |
|
|
2023
Q4 | $9.61M | Sell |
246,144
-7,400
| -3% | -$289K | 2.85% | 8 |
|
|
2023
Q3 | $8.87M | Buy |
253,544
+2,263
| +0.9% | +$79.2K | 3.14% | 7 |
|
|
2023
Q2 | $9.14M | Sell |
251,281
-4,424
| -2% | -$161K | 3.12% | 7 |
|
|
2023
Q1 | $9.56M | Sell |
255,705
-22,440
| -8% | -$839K | 3.38% | 8 |
|
|
2022
Q4 | $9.62M | Sell |
278,145
-29,091
| -9% | -$1.01M | 3.76% | 7 |
|
|
2022
Q3 | $9.69M | Buy |
307,236
+3,805
| +1% | +$120K | 4.41% | 5 |
|
|
2022
Q2 | $10.4M | Sell |
303,431
-2,837
| -0.9% | -$97.3K | 4.53% | 5 |
|
|
2022
Q1 | $11.3M | Sell |
306,268
-1,772
| -0.6% | -$65.3K | 4.63% | 5 |
|
|
2021
Q4 | $10.7M | Buy |
+308,040
| New | +$10.7M | 4.34% | 6 |
|