North Star Investment 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 | $129K | Buy |
2,075
+194
| +10% | +$12.1K | 0.01% | 492 |
|
|
2025
Q1 | $111K | Hold |
1,881
| – | – | 0.01% | 495 |
|
|
2024
Q4 | $93.1K | Buy |
1,881
+1,500
| +394% | +$74.3K | 0.01% | 519 |
|
|
2024
Q3 | $18.9K | Hold |
381
| – | – | ﹤0.01% | 735 |
|
|
2024
Q2 | $16.7K | Hold |
381
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $16K | Sell |
381
-479
| -56% | -$20.1K | ﹤0.01% | 783 |
|
|
2023
Q4 | $33.6K | Buy |
860
+479
| +126% | +$18.7K | ﹤0.01% | 654 |
|
|
2023
Q3 | $13.3K | Hold |
381
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $13.9K | Hold |
381
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $14.2K | Buy |
+381
| New | +$14.2K | ﹤0.01% | 812 |
|
|
2022
Q4 | – | Sell |
-160
| Closed | -$5K | – | 1326 |
|
|
2022
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 920 |
|
|
2022
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 936 |
|
|
2022
Q1 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 955 |
|