Oarsman Capital’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
Q1 | – | Sell |
-1,517
| Closed | -$75.1K | – | 513 |
|
|
2024
Q4 | $75.1K | Sell |
1,517
-1,229
| -45% | -$60.8K | 0.01% | 376 |
|
|
2024
Q3 | $136K | Buy |
+2,746
| New | +$136K | 0.03% | 290 |
|
|
2024
Q1 | – | Sell |
-5,607
| Closed | -$219K | – | 245 |
|
|
2023
Q4 | $219K | Sell |
5,607
-156
| -3% | -$6.09K | 0.06% | 217 |
|
|
2023
Q3 | $202K | Buy |
5,763
+6
| +0.1% | +$210 | 0.08% | 175 |
|
|
2023
Q2 | $209K | Sell |
5,757
-1,387
| -19% | -$50.5K | 0.09% | 166 |
|
|
2023
Q1 | $267K | Sell |
7,144
-1,262
| -15% | -$47.2K | 0.12% | 142 |
|
|
2022
Q4 | $291K | Sell |
8,406
-242
| -3% | -$8.37K | 0.15% | 132 |
|
|
2022
Q3 | $273K | Sell |
8,648
-875
| -9% | -$27.6K | 0.15% | 134 |
|
|
2022
Q2 | $327K | Hold |
9,523
| – | – | 0.16% | 132 |
|
|
2022
Q1 | $351K | Sell |
9,523
-4,524
| -32% | -$167K | 0.14% | 143 |
|
|
2021
Q4 | $489K | Sell |
14,047
-572
| -4% | -$19.9K | 0.19% | 117 |
|
|
2021
Q3 | $488K | Hold |
14,619
| – | – | 0.2% | 119 |
|
|
2021
Q2 | $493K | Sell |
14,619
-693
| -5% | -$23.4K | 0.2% | 120 |
|
|
2021
Q1 | $498K | Buy |
15,312
+350
| +2% | +$11.4K | 0.22% | 117 |
|
|
2020
Q4 | $543K | Sell |
14,962
-50
| -0.3% | -$1.82K | 0.21% | 111 |
|
|
2020
Q3 | $540K | Buy |
15,012
+402
| +3% | +$14.5K | 0.24% | 95 |
|
|
2020
Q2 | $496K | Buy |
+14,610
| New | +$496K | 0.25% | 93 |
|
|
2020
Q1 | – | Sell |
-12,360
| Closed | -$358K | – | 142 |
|
|
2019
Q4 | $358K | Buy |
12,360
+1,148
| +10% | +$33.3K | 0.16% | 125 |
|
|
2019
Q3 | $316K | Buy |
11,212
+125
| +1% | +$3.52K | 0.15% | 140 |
|
|
2019
Q2 | $299K | Buy |
11,087
+48
| +0.4% | +$1.29K | 0.14% | 146 |
|
|
2019
Q1 | $273K | Buy |
11,039
+1,025
| +10% | +$25.3K | 0.13% | 151 |
|
|
2018
Q4 | $246K | Buy |
10,014
+175
| +2% | +$4.3K | 0.13% | 155 |
|
|
2018
Q3 | $225K | Buy |
9,839
+155
| +2% | +$3.55K | 0.09% | 168 |
|
|
2018
Q2 | $233K | Buy |
9,684
+276
| +3% | +$6.64K | 0.11% | 158 |
|
|
2018
Q1 | $240K | Buy |
9,408
+200
| +2% | +$5.1K | 0.11% | 163 |
|
|
2017
Q4 | $230K | Sell |
9,208
-351
| -4% | -$8.77K | 0.1% | 171 |
|
|
2017
Q3 | $235K | Buy |
9,559
+913
| +11% | +$22.4K | 0.1% | 168 |
|
|
2017
Q2 | $206K | Buy |
8,646
+530
| +7% | +$12.6K | 0.09% | 174 |
|
|
2017
Q1 | $195K | Buy |
8,116
+1,577
| +24% | +$37.9K | 0.09% | 179 |
|
|
2016
Q4 | $145K | Sell |
6,539
-1,440
| -18% | -$31.9K | 0.09% | 150 |
|
|
2016
Q3 | $202K | Buy |
7,979
+588
| +8% | +$14.9K | 0.1% | 178 |
|
|
2016
Q2 | $189K | Buy |
7,391
+725
| +11% | +$18.5K | 0.1% | 179 |
|
|
2016
Q1 | $158K | Buy |
6,666
+626
| +10% | +$14.8K | 0.08% | 175 |
|
|
2015
Q4 | $124K | Sell |
6,040
-75
| -1% | -$1.54K | 0.07% | 179 |
|
|
2015
Q3 | $132K | Hold |
6,115
| – | – | 0.08% | 175 |
|
|
2015
Q2 | $139K | Hold |
6,115
| – | – | 0.09% | 170 |
|
|
2015
Q1 | $140K | Sell |
6,115
-75
| -1% | -$1.72K | 0.1% | 166 |
|
|
2014
Q4 | $142K | Hold |
6,190
| – | – | 0.1% | 160 |
|
|
2014
Q3 | $145K | Hold |
6,190
| – | – | 0.11% | 156 |
|
|
2014
Q2 | $159K | Hold |
6,190
| – | – | 0.12% | 158 |
|
|
2014
Q1 | $154K | Hold |
6,190
| – | – | 0.12% | 156 |
|
|
2013
Q4 | $145K | Buy |
6,190
+83
| +1% | +$1.94K | 0.12% | 153 |
|
|
2013
Q3 | $157K | Buy |
6,107
+150
| +3% | +$3.86K | 0.14% | 144 |
|
|
2013
Q2 | $143K | Buy |
+5,957
| New | +$143K | 0.14% | 137 |
|