Patten & Patten’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
$708K Sell
2025
Q2
$607K Buy
2025
Q1
$573K Hold
2024
Q4
$481K Buy
2024
Q3
$474K Buy
2024
Q2
$396K Hold
2024
Q1
$379K Sell
2023
Q4
$354K Buy
2023
Q3
$315K Sell
2023
Q2
$331K Buy
2023
Q1
$331K Sell
2022
Q4
$315K Sell
2022
Q3
$355K Buy
2022
Q2
$308K Buy
2014
Q2
Sell
2014
Q1
$241K Sell
2013
Q4
$271K Sell
2013
Q3
$356K Sell
2013
Q2
$501K Buy