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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.66M | Buy |
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|
2025
Q2 | $2.04M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $819K | Buy |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $947K | Buy |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $834K | Buy |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $857K | Buy |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $1.27M | Buy |
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