Oak Family Advisors’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 | $2.04M | Sell |
32,763
-6,059
| -16% | -$378K | 0.64% | 41 |
|
|
2025
Q1 | $2.29M | Buy |
38,822
+7,246
| +23% | +$427K | 0.77% | 36 |
|
|
2024
Q4 | $1.56M | Sell |
31,576
-1,087
| -3% | -$53.8K | 0.57% | 46 |
|
|
2024
Q3 | $1.62M | Sell |
32,663
-69
| -0.2% | -$3.43K | 0.5% | 44 |
|
|
2024
Q2 | $1.44M | Buy |
32,732
+7,211
| +28% | +$317K | 0.49% | 49 |
|
|
2024
Q1 | $1.07M | Buy |
25,521
+1,704
| +7% | +$71.6K | 0.41% | 57 |
|
|
2023
Q4 | $930K | Buy |
23,817
+412
| +2% | +$16.1K | 0.39% | 61 |
|
|
2023
Q3 | $819K | Buy |
23,405
+354
| +2% | +$12.4K | 0.39% | 53 |
|
|
2023
Q2 | $839K | Sell |
23,051
-2,300
| -9% | -$83.7K | 0.4% | 56 |
|
|
2023
Q1 | $947K | Buy |
25,351
+264
| +1% | +$9.87K | 0.47% | 51 |
|
|
2022
Q4 | $868K | Sell |
25,087
-311
| -1% | -$10.8K | 0.46% | 50 |
|
|
2022
Q3 | $801K | Buy |
25,398
+1,085
| +4% | +$34.2K | 0.43% | 48 |
|
|
2022
Q2 | $834K | Buy |
24,313
+738
| +3% | +$25.3K | 0.42% | 52 |
|
|
2022
Q1 | $868K | Sell |
23,575
-1,040
| -4% | -$38.3K | 0.34% | 58 |
|
|
2021
Q4 | $857K | Buy |
24,615
+1,485
| +6% | +$51.7K | 0.32% | 62 |
|
|
2021
Q3 | $773K | Sell |
23,130
-265
| -1% | -$8.86K | 0.28% | 56 |
|
|
2021
Q2 | $789K | Buy |
23,395
+588
| +3% | +$19.8K | 0.33% | 47 |
|
|
2021
Q1 | $742K | Sell |
22,807
-12,347
| -35% | -$402K | 0.32% | 49 |
|
|
2020
Q4 | $1.28M | Buy |
+35,154
| New | +$1.28M | 0.66% | 38 |
|