Okabena Investment Services’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 | $11.7M | Sell |
187,590
-361
| -0.2% | -$22.5K | 2.6% | 11 |
|
|
2025
Q1 | $11.1M | Sell |
187,951
-2,490
| -1% | -$147K | 2.79% | 10 |
|
|
2024
Q4 | $9.43M | Buy |
190,441
+989
| +0.5% | +$49K | 2.62% | 10 |
|
|
2024
Q3 | $9.42M | Sell |
189,452
-74
| -0% | -$3.68K | 2.66% | 9 |
|
|
2024
Q2 | $8.33M | Sell |
189,526
-372
| -0.2% | -$16.3K | 2.64% | 9 |
|
|
2024
Q1 | $7.98M | Buy |
189,898
+8,156
| +4% | +$343K | 2.66% | 11 |
|
|
2023
Q4 | $7.09M | Sell |
181,742
-10,923
| -6% | -$426K | 2.76% | 10 |
|
|
2023
Q3 | $6.74M | Hold |
192,665
| – | – | 5.24% | 4 |
|
|
2023
Q2 | $7.01M | Buy |
192,665
+20,801
| +12% | +$757K | 5.13% | 5 |
|
|
2023
Q1 | $6.42M | Buy |
171,864
+7,944
| +5% | +$297K | 4.49% | 6 |
|
|
2022
Q4 | $5.67M | Hold |
163,920
| – | – | 3.75% | 6 |
|
|
2022
Q3 | $5.17M | Sell |
163,920
-8,303
| -5% | -$262K | 2.5% | 7 |
|
|
2022
Q2 | $5.91M | Hold |
172,223
| – | – | 3.04% | 6 |
|
|
2022
Q1 | $6.34M | Buy |
+172,223
| New | +$6.34M | 2.68% | 6 |
|