Patten & Patten’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 | $607K | Buy |
9,740
+30
| +0.3% | +$1.87K | 0.04% | 212 |
|
|
2025
Q1 | $573K | Hold |
9,710
| – | – | 0.04% | 215 |
|
|
2024
Q4 | $481K | Buy |
9,710
+165
| +2% | +$8.17K | 0.03% | 223 |
|
|
2024
Q3 | $474K | Buy |
9,545
+532
| +6% | +$26.4K | 0.03% | 223 |
|
|
2024
Q2 | $396K | Hold |
9,013
| – | – | 0.03% | 231 |
|
|
2024
Q1 | $379K | Sell |
9,013
-66
| -0.7% | -$2.77K | 0.03% | 238 |
|
|
2023
Q4 | $354K | Buy |
9,079
+67
| +0.7% | +$2.62K | 0.03% | 223 |
|
|
2023
Q3 | $315K | Sell |
9,012
-84
| -0.9% | -$2.94K | 0.03% | 229 |
|
|
2023
Q2 | $331K | Buy |
9,096
+226
| +3% | +$8.22K | 0.03% | 227 |
|
|
2023
Q1 | $331K | Sell |
8,870
-226
| -2% | -$8.45K | 0.03% | 220 |
|
|
2022
Q4 | $315K | Sell |
9,096
-2,150
| -19% | -$74.5K | 0.03% | 222 |
|
|
2022
Q3 | $355K | Buy |
11,246
+2,255
| +25% | +$71.2K | 0.03% | 216 |
|
|
2022
Q2 | $308K | Buy |
+8,991
| New | +$308K | 0.03% | 227 |
|
|
2014
Q2 | – | Sell |
-9,700
| Closed | -$241K | – | 220 |
|
|
2014
Q1 | $241K | Sell |
9,700
-1,915
| -16% | -$47.6K | 0.03% | 241 |
|
|
2013
Q4 | $271K | Sell |
11,615
-2,210
| -16% | -$51.6K | 0.04% | 218 |
|
|
2013
Q3 | $356K | Sell |
13,825
-7,050
| -34% | -$182K | 0.06% | 187 |
|
|
2013
Q2 | $501K | Buy |
+20,875
| New | +$501K | 0.08% | 160 |
|