Pathstone Family Office’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
2023
Q3
$4.43M Buy
2023
Q2
$3.57M Buy
2023
Q1
$3.62M Sell
2022
Q4
$7.66M Buy
2022
Q3
$6.77M Buy
2022
Q2
$3.68M Buy
2022
Q1
$3.91M Buy
2021
Q4
$3.59M Buy
2021
Q3
$1.77M Hold
2021
Q2
$1.79M Sell
2021
Q1
$3.46M Buy
2020
Q4
$3.73M Buy
2020
Q3
$1.93M Buy
2020
Q2
$27K Sell
2020
Q1
$128K Hold
2019
Q4
$1.23M Sell
2019
Q3
$138K Hold
2019
Q2
$132K Buy
2013
Q3
Sell
2013
Q2
$31K Buy