New 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 | $203K | Buy |
+3,250
| New | +$203K | 0.06% | 54 |
|
|
2021
Q1 | – | Sell |
-3,250
| Closed | -$116K | – | 129 |
|
|
2020
Q4 | $116K | Hold |
3,250
| – | – | 0.06% | 46 |
|
|
2020
Q3 | $117K | Hold |
3,250
| – | – | 0.13% | 37 |
|
|
2020
Q2 | $110K | Hold |
3,250
| – | – | 0.15% | 34 |
|
|
2020
Q1 | $98K | Buy |
+3,250
| New | +$98K | 0.19% | 27 |
|
|
2018
Q1 | – | Sell |
-954
| Closed | -$24K | – | 159 |
|
|
2017
Q4 | $24K | Hold |
954
| – | – | 0.03% | 100 |
|
|
2017
Q3 | $23K | Hold |
954
| – | – | 0.04% | 100 |
|
|
2017
Q2 | $23K | Hold |
954
| – | – | 0.04% | 104 |
|
|
2017
Q1 | $23K | Hold |
954
| – | – | 0.04% | 103 |
|
|
2016
Q4 | $21K | Buy |
+954
| New | +$21K | 0.03% | 101 |
|