Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $561K | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $193K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $163K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $175K | Sell |
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|
2019
Q1 | $173K | Sell |
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|
2018
Q4 | $172K | Sell |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $321K | Hold |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $87K | Hold |
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|
2016
Q4 | $83K | Sell |
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|
2016
Q3 | $89.2K | Buy |
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|
2016
Q2 | $77.2K | Hold |
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|
2016
Q1 | $71.9K | Hold |
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|
2015
Q4 | $61.9K | Sell |
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|
2015
Q3 | $115K | Sell |
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|
2015
Q2 | $122K | Sell |
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|
2015
Q1 | $175K | Buy |
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|
2014
Q4 | $167K | Buy |
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