PHAM
Palisades Hudson Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Hold |
111,113
| – | – | 2.71% | 11 |
|
|
2025
Q1 | $6.55M | Hold |
111,113
| – | – | 2.97% | 11 |
|
|
2024
Q4 | $5.5M | Buy |
111,113
+11,382
| +11% | +$564K | 2.32% | 10 |
|
|
2024
Q3 | $4.96M | Hold |
99,731
| – | – | 2.09% | 13 |
|
|
2024
Q2 | $4.38M | Sell |
99,731
-2,365
| -2% | -$104K | 2.01% | 13 |
|
|
2024
Q1 | $4.29M | Hold |
102,096
| – | – | 1.95% | 13 |
|
|
2023
Q4 | $3.99M | Hold |
102,096
| – | – | 1.93% | 14 |
|
|
2023
Q3 | $3.57M | Sell |
102,096
-6,687
| -6% | -$234K | 1.96% | 14 |
|
|
2023
Q2 | $3.96M | Buy |
108,783
+4,384
| +4% | +$160K | 2.06% | 13 |
|
|
2023
Q1 | $3.9M | Hold |
104,399
| – | – | 2.09% | 13 |
|
|
2022
Q4 | $3.61M | Hold |
104,399
| – | – | 1.99% | 14 |
|
|
2022
Q3 | $3.29M | Hold |
104,399
| – | – | 1.99% | 15 |
|
|
2022
Q2 | $3.58M | Buy |
104,399
+844
| +0.8% | +$29K | 2.01% | 15 |
|
|
2022
Q1 | $3.81M | Hold |
103,555
| – | – | 1.78% | 15 |
|
|
2021
Q4 | $3.61M | Buy |
103,555
+1,459
| +1% | +$50.8K | 1.54% | 17 |
|
|
2021
Q3 | $3.41M | Hold |
102,096
| – | – | 1.56% | 16 |
|
|
2021
Q2 | $3.44M | Sell |
102,096
-102,097
| -50% | -$3.44M | 1.54% | 16 |
|
|
2021
Q1 | $3.32M | Buy |
+204,193
| New | +$3.32M | 1.58% | 15 |
|
|
2020
Q4 | – | Sell |
-204,193
| Closed | -$3.67M | – | 108 |
|
|
2020
Q3 | $3.67M | Hold |
204,193
| – | – | 2.37% | 13 |
|
|
2020
Q2 | $3.47M | Hold |
204,193
| – | – | 2.37% | 13 |
|
|
2020
Q1 | $3.08M | Hold |
204,193
| – | – | 2.61% | 11 |
|
|
2019
Q4 | $2.96M | Hold |
204,193
| – | – | 1.9% | 12 |
|
|
2019
Q3 | $2.88M | Hold |
204,193
| – | – | 2.01% | 10 |
|
|
2019
Q2 | $2.76M | Hold |
204,193
| – | – | 1.91% | 10 |
|
|
2019
Q1 | $2.53M | Hold |
204,193
| – | – | 1.63% | 15 |
|
|
2018
Q4 | $2.51M | Hold |
204,193
| – | – | 1.47% | 12 |
|
|
2018
Q3 | $2.33M | Hold |
204,193
| – | – | 1.2% | 13 |
|
|
2018
Q2 | $2.45M | Hold |
204,193
| – | – | 1.32% | 13 |
|
|
2018
Q1 | $2.6M | Hold |
204,193
| – | – | 1.42% | 12 |
|
|
2017
Q4 | $2.55M | Hold |
204,193
| – | – | 1.41% | 13 |
|
|
2017
Q3 | $2.51M | Hold |
204,193
| – | – | 1.43% | 12 |
|
|
2017
Q2 | $2.44M | Buy |
+204,193
| New | +$2.44M | 1.43% | 12 |
|