OPCM
Osborne Partners Capital Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
184,085
-13,222
| -7% | -$825K | 0.61% | 62 |
|
|
2025
Q1 | $11.6M | Sell |
197,307
-6,842
| -3% | -$403K | 0.67% | 51 |
|
|
2024
Q4 | $10.1M | Sell |
204,149
-5,947
| -3% | -$294K | 0.58% | 64 |
|
|
2024
Q3 | $10.4M | Sell |
210,096
-712
| -0.3% | -$35.4K | 0.59% | 63 |
|
|
2024
Q2 | $9.26M | Sell |
210,808
-2,384
| -1% | -$105K | 0.55% | 66 |
|
|
2024
Q1 | $8.96M | Sell |
213,192
-4,243
| -2% | -$178K | 0.55% | 69 |
|
|
2023
Q4 | $8.49M | Sell |
217,435
-5,018
| -2% | -$196K | 0.56% | 65 |
|
|
2023
Q3 | $7.78M | Sell |
222,453
-1,268
| -0.6% | -$44.4K | 0.58% | 64 |
|
|
2023
Q2 | $8.14M | Sell |
223,721
-141,350
| -39% | -$5.14M | 0.59% | 61 |
|
|
2023
Q1 | $13.6M | Sell |
365,071
-1,968
| -0.5% | -$73.5K | 1% | 27 |
|
|
2022
Q4 | $12.7M | Buy |
367,039
+3,222
| +0.9% | +$111K | 1% | 28 |
|
|
2022
Q3 | $11.5M | Buy |
363,817
+5,564
| +2% | +$175K | 0.96% | 28 |
|
|
2022
Q2 | $12.3M | Sell |
358,253
-15,879
| -4% | -$545K | 0.94% | 34 |
|
|
2022
Q1 | $13.8M | Buy |
374,132
+8,185
| +2% | +$301K | 1.02% | 30 |
|
|
2021
Q4 | $12.7M | Buy |
365,947
+15,625
| +4% | +$544K | 0.93% | 34 |
|
|
2021
Q3 | $11.7M | Buy |
350,322
+22,011
| +7% | +$735K | 0.94% | 33 |
|
|
2021
Q2 | $11.1M | Sell |
328,311
-293,916
| -47% | -$9.91M | 0.91% | 34 |
|
|
2021
Q1 | $10.1M | Buy |
+622,227
| New | +$10.1M | 0.92% | 33 |
|