Orion Capital Management’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
$87.4K Buy
2025
Q2
$41.2K Hold
2025
Q1
$39K Sell
2024
Q4
$32.8K Buy
2024
Q3
Sell
2024
Q2
$6.24K Hold
2024
Q1
$5.96K Hold
2023
Q4
$5.54K Sell
2023
Q3
$285K Sell
2023
Q2
$369K Buy
2023
Q1
$374K Hold
2022
Q4
$346K Hold
2022
Q3
$315K Hold
2022
Q2
$343K Hold
2022
Q1
$368K Hold
2021
Q4
$348K Hold
2021
Q3
$334K Buy