Regatta Capital 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 | $1.68M | Buy |
27,016
+816
| +3% | +$50.9K | 0.29% | 64 |
|
|
2025
Q1 | $1.54M | Buy |
26,200
+2,004
| +8% | +$118K | 0.3% | 62 |
|
|
2024
Q4 | $1.2M | Buy |
24,196
+50
| +0.2% | +$2.48K | 0.23% | 71 |
|
|
2024
Q3 | $1.2M | Hold |
24,146
| – | – | 0.23% | 73 |
|
|
2024
Q2 | $1.06M | Sell |
24,146
-425
| -2% | -$18.7K | 0.23% | 73 |
|
|
2024
Q1 | $1.03M | Sell |
24,571
-48
| -0.2% | -$2.02K | 0.23% | 75 |
|
|
2023
Q4 | $961K | Sell |
24,619
-1,294
| -5% | -$50.5K | 0.25% | 71 |
|
|
2023
Q3 | $907K | Sell |
25,913
-527
| -2% | -$18.4K | 0.29% | 68 |
|
|
2023
Q2 | $962K | Sell |
26,440
-888
| -3% | -$32.3K | 0.31% | 70 |
|
|
2023
Q1 | $945K | Hold |
27,328
| – | – | 0.34% | 72 |
|
|
2022
Q4 | $945K | Sell |
27,328
-5,572
| -17% | -$193K | 0.34% | 72 |
|
|
2022
Q3 | $1.13M | Buy |
32,900
+4,007
| +14% | +$138K | 0.46% | 59 |
|
|
2022
Q2 | $991K | Sell |
28,893
-3,557
| -11% | -$122K | 0.47% | 59 |
|
|
2022
Q1 | $1.2M | Sell |
32,450
-4,442
| -12% | -$164K | 0.41% | 65 |
|
|
2021
Q4 | $1.28M | Buy |
+36,892
| New | +$1.28M | 0.45% | 56 |
|