Oak Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Buy |
32,784
+160
| +0.5% | +$14.7K | 0.81% | 40 |
|
|
2025
Q4 | $2.65M | Sell |
32,624
-3,942
| -11% | -$308K | 0.73% | 42 |
|
|
2025
Q3 | $2.66M | Buy |
36,566
+3,803
| +12% | +$248K | 0.67% | 44 |
|
|
2025
Q2 | $2.04M | Sell |
32,763
-6,059
| -16% | -$375K | 0.64% | 43 |
|
|
2025
Q1 | $2.29M | Buy |
38,822
+7,246
| +23% | +$392K | 0.77% | 38 |
|
|
2024
Q4 | $1.56M | Sell |
31,576
-1,087
| -3% | -$54.6K | 0.57% | 48 |
|
|
2024
Q3 | $1.62M | Sell |
32,663
-69
| -0.2% | -$3.23K | 0.5% | 45 |
|
|
2024
Q2 | $1.44M | Buy |
32,732
+7,211
| +28% | +$319K | 0.49% | 50 |
|
|
2024
Q1 | $1.07M | Buy |
25,521
+1,704
| +7% | +$66.8K | 0.41% | 57 |
|
|
2023
Q4 | $930K | Buy |
23,817
+412
| +2% | +$15.4K | 0.39% | 61 |
|
|
2023
Q3 | $819K | Buy |
23,405
+354
| +2% | +$12.9K | 0.39% | 53 |
|
|
2023
Q2 | $839K | Sell |
23,051
-2,300
| -9% | -$86.2K | 0.4% | 56 |
|
|
2023
Q1 | $947K | Buy |
25,351
+264
| +1% | +$9.47K | 0.47% | 51 |
|
|
2022
Q4 | $868K | Sell |
25,087
-311
| -1% | -$10.2K | 0.46% | 50 |
|
|
2022
Q3 | $801K | Buy |
25,398
+1,085
| +4% | +$35.6K | 0.43% | 50 |
|
|
2022
Q2 | $834K | Buy |
24,313
+738
| +3% | +$26.3K | 0.42% | 54 |
|
|
2022
Q1 | $868K | Sell |
23,575
-1,040
| -4% | -$37.2K | 0.34% | 59 |
|
|
2021
Q4 | $857K | Buy |
24,615
+1,485
| +6% | +$50.8K | 0.32% | 63 |
|
|
2021
Q3 | $773K | Sell |
23,130
-265
| -1% | -$9.03K | 0.28% | 57 |
|
|
2021
Q2 | $789K | Buy |
23,395
+588
| +3% | +$20.3K | 0.33% | 48 |
|
|
2021
Q1 | $742K | Sell |
22,807
-12,347
| -35% | -$422K | 0.32% | 50 |
|
|
2020
Q4 | $1.27M | Buy |
+35,154
| New | +$1.26M | 0.66% | 39 |
|
Other funds holding IAU
