New Capital Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Hold
2025
Q2
$203K Buy
2021
Q1
Sell
2020
Q4
$116K Hold
2020
Q3
$117K Hold
2020
Q2
$110K Hold
2020
Q1
$98K Buy
2018
Q1
Sell
2017
Q4
$24K Hold
2017
Q3
$23K Hold
2017
Q2
$23K Hold
2017
Q1
$23K Hold
2016
Q4
$21K Buy