PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
7,895
+1,234
| +19% | +$77K | 0.09% | 121 |
|
|
2025
Q1 | $393K | Buy |
6,661
+804
| +14% | +$47.4K | 0.07% | 131 |
|
|
2024
Q4 | $290K | Buy |
5,857
+941
| +19% | +$46.6K | 0.05% | 154 |
|
|
2024
Q3 | $244K | Sell |
4,916
-135
| -3% | -$6.71K | 0.04% | 174 |
|
|
2024
Q2 | $222K | Buy |
+5,051
| New | +$222K | 0.04% | 171 |
|
|
2022
Q3 | – | Sell |
-6,485
| Closed | -$215K | – | 173 |
|
|
2022
Q2 | $215K | Sell |
6,485
-1,100
| -15% | -$36.5K | 0.05% | 163 |
|
|
2022
Q1 | $273K | Buy |
+7,585
| New | +$273K | 0.06% | 154 |
|
|
2021
Q3 | – | Sell |
-7,920
| Closed | -$272K | – | 175 |
|
|
2021
Q2 | $272K | Sell |
7,920
-12,895
| -62% | -$443K | 0.05% | 153 |
|
|
2021
Q1 | $352K | Buy |
20,815
+1,800
| +9% | +$30.4K | 0.07% | 132 |
|
|
2020
Q4 | $334K | Buy |
19,015
+8,975
| +89% | +$158K | 0.08% | 130 |
|
|
2020
Q3 | $183K | Buy |
+10,040
| New | +$183K | 0.04% | 145 |
|