Okabena Investment Services’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
Q2
$11.7M Sell
2025
Q1
$11.1M Sell
2024
Q4
$9.43M Buy
2024
Q3
$9.42M Sell
2024
Q2
$8.33M Sell
2024
Q1
$7.98M Buy
2023
Q4
$7.09M Sell
2023
Q3
$6.74M Hold
2023
Q2
$7.01M Buy
2023
Q1
$6.42M Buy
2022
Q4
$5.67M Hold
2022
Q3
$5.17M Sell
2022
Q2
$5.91M Hold
2022
Q1
$6.34M Buy