Patriot Investment Management Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Hold |
61,197
| – | – | 0.26% | 50 |
|
|
2025
Q1 | $3.61M | Hold |
61,197
| – | – | 0.27% | 45 |
|
|
2024
Q4 | $3.03M | Sell |
61,197
-5,532
| -8% | -$274K | 0.23% | 50 |
|
|
2024
Q3 | $3.32M | Hold |
66,729
| – | – | 0.24% | 49 |
|
|
2024
Q2 | $2.93M | Hold |
66,729
| – | – | 0.23% | 50 |
|
|
2024
Q1 | $2.8M | Sell |
66,729
-1,673
| -2% | -$70.3K | 0.22% | 51 |
|
|
2023
Q4 | $2.67M | Hold |
68,402
| – | – | 0.23% | 51 |
|
|
2023
Q3 | $2.39M | Hold |
68,402
| – | – | 0.22% | 55 |
|
|
2023
Q2 | $2.49M | Hold |
68,402
| – | – | 0.21% | 60 |
|
|
2023
Q1 | $2.56M | Hold |
68,402
| – | – | 0.23% | 56 |
|
|
2022
Q4 | $2.5M | Sell |
68,402
-286
| -0.4% | -$10.5K | 0.22% | 57 |
|
|
2022
Q3 | $2.17M | Sell |
68,688
-177
| -0.3% | -$5.58K | 0.22% | 62 |
|
|
2022
Q2 | $2.36M | Sell |
68,865
-4,911
| -7% | -$168K | 0.23% | 60 |
|
|
2022
Q1 | $2.72M | Buy |
73,776
+546
| +0.7% | +$20.1K | 0.24% | 51 |
|
|
2021
Q4 | $2.55M | Hold |
73,230
| – | – | 0.22% | 57 |
|
|
2021
Q3 | $2.45M | Hold |
73,230
| – | – | 0.22% | 52 |
|
|
2021
Q2 | $2.47M | Hold |
73,230
| – | – | 0.23% | 55 |
|
|
2021
Q1 | $2.38M | Buy |
73,230
+8,291
| +13% | +$270K | 0.24% | 55 |
|
|
2020
Q4 | $2.35M | Buy |
64,939
+6,662
| +11% | +$241K | 0.36% | 38 |
|
|
2020
Q3 | $2.1M | Sell |
58,277
-920
| -2% | -$33.1K | 0.25% | 56 |
|
|
2020
Q2 | $2.01M | Sell |
59,197
-10,440
| -15% | -$355K | 0.25% | 54 |
|
|
2020
Q1 | $2.1M | Buy |
69,637
+126
| +0.2% | +$3.8K | 0.32% | 51 |
|
|
2019
Q4 | $2.02M | Buy |
+69,511
| New | +$2.02M | 0.26% | 55 |
|