RZH
Relyea Zuckerberg Hanson’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Hold |
31,505
| – | – | 0.23% | 67 |
|
|
2025
Q1 | $1.86M | Hold |
31,505
| – | – | 0.25% | 63 |
|
|
2024
Q4 | $1.56M | Hold |
31,505
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $1.57M | Hold |
31,505
| – | – | 0.24% | 63 |
|
|
2024
Q2 | $1.38M | Sell |
31,505
-672
| -2% | -$29.5K | 0.23% | 63 |
|
|
2024
Q1 | $1.35M | Hold |
32,177
| – | – | 0.24% | 60 |
|
|
2023
Q4 | $1.26M | Sell |
32,177
-7,302
| -18% | -$285K | 0.25% | 63 |
|
|
2023
Q3 | $1.38M | Hold |
39,479
| – | – | 0.32% | 48 |
|
|
2023
Q2 | $1.44M | Buy |
39,479
+2,663
| +7% | +$96.9K | 0.32% | 48 |
|
|
2023
Q1 | $1.38M | Buy |
36,816
+3,567
| +11% | +$133K | 0.34% | 51 |
|
|
2022
Q4 | $1.15M | Buy |
33,249
+2,477
| +8% | +$85.7K | 0.33% | 47 |
|
|
2022
Q3 | $970K | Sell |
30,772
-12,050
| -28% | -$380K | 0.35% | 40 |
|
|
2022
Q2 | $1.47M | Hold |
42,822
| – | – | 0.55% | 32 |
|
|
2022
Q1 | $1.61M | Buy |
42,822
+857
| +2% | +$32.2K | 0.53% | 32 |
|
|
2021
Q4 | $1.46M | Buy |
41,965
+11,114
| +36% | +$387K | 0.53% | 34 |
|
|
2021
Q3 | $1.03M | Hold |
30,851
| – | – | 0.4% | 42 |
|
|
2021
Q2 | $1.04M | Sell |
30,851
-30,854
| -50% | -$1.04M | 0.43% | 37 |
|
|
2021
Q1 | $1.04M | Buy |
61,705
+6,855
| +12% | +$116K | 0.46% | 35 |
|
|
2020
Q4 | $994K | Buy |
54,850
+2,965
| +6% | +$53.7K | 0.53% | 33 |
|
|
2020
Q3 | $943K | Hold |
51,885
| – | – | 0.61% | 31 |
|
|
2020
Q2 | $882K | Sell |
51,885
-7,090
| -12% | -$121K | 0.7% | 29 |
|
|
2020
Q1 | $889K | Hold |
58,975
| – | – | 0.97% | 27 |
|
|
2019
Q4 | $855K | Buy |
+58,975
| New | +$855K | 0.82% | 30 |
|