Patton Fund Management’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 | $7.16M | Sell |
114,823
-11,733
| -9% | -$732K | 1.57% | 10 |
|
2025
Q1 | $7.46M | Sell |
126,556
-11,592
| -8% | -$683K | 1.81% | 9 |
|
2024
Q4 | $6.84M | Sell |
138,148
-4,916
| -3% | -$243K | 1.34% | 16 |
|
2024
Q3 | $7.11M | Sell |
143,064
-2,810
| -2% | -$140K | 1.47% | 9 |
|
2024
Q2 | $6.41M | Sell |
145,874
-8,119
| -5% | -$357K | 1.35% | 14 |
|
2024
Q1 | $6.47M | Buy |
153,993
+5,791
| +4% | +$243K | 1.17% | 22 |
|
2023
Q4 | $5.78M | Sell |
148,202
-1,393
| -0.9% | -$54.4K | 1.28% | 21 |
|
2023
Q3 | $5.23M | Buy |
149,595
+10,447
| +8% | +$366K | 1.42% | 11 |
|
2023
Q2 | $5.06M | Buy |
139,148
+2,681
| +2% | +$97.6K | 1.48% | 10 |
|
2023
Q1 | $5.1M | Buy |
136,467
+6,189
| +5% | +$231K | 1.46% | 11 |
|
2022
Q4 | $4.51M | Sell |
130,278
-2,019
| -2% | -$69.8K | 1.32% | 11 |
|
2022
Q3 | $4.17M | Buy |
132,297
+8,623
| +7% | +$272K | 1.69% | 10 |
|
2022
Q2 | $4.24M | Buy |
123,674
+12,331
| +11% | +$423K | 1.59% | 10 |
|
2022
Q1 | $4.1M | Buy |
111,343
+8,320
| +8% | +$306K | 1.12% | 18 |
|
2021
Q4 | $3.59M | Sell |
103,023
-6,522
| -6% | -$227K | 1.09% | 25 |
|
2021
Q3 | $3.66M | Buy |
109,545
+46,063
| +73% | +$1.54M | 1.39% | 11 |
|
2021
Q2 | $2.14M | Buy |
63,482
+18,955
| +43% | +$639K | 1.13% | 13 |
|
2021
Q1 | $1.45M | Buy |
44,527
+15,169
| +52% | +$493K | 0.77% | 35 |
|
2020
Q4 | $1.07M | Buy |
29,358
+10,800
| +58% | +$392K | 0.54% | 70 |
|
2020
Q3 | $668K | Buy |
18,558
+3,358
| +22% | +$121K | 0.36% | 72 |
|
2020
Q2 | $516K | Buy |
+15,200
| New | +$516K | 0.3% | 71 |
|