RWM
Ritholtz Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+3,858
| New | +$241K | 0.01% | 865 |
|
|
2021
Q4 | – | Sell |
-8,250
| Closed | -$276K | – | 540 |
|
|
2021
Q3 | $276K | Buy |
8,250
+232
| +3% | +$7.76K | 0.02% | 391 |
|
|
2021
Q2 | $270K | Buy |
+8,018
| New | +$270K | 0.02% | 389 |
|
|
2021
Q1 | – | Sell |
-1,944,664
| Closed | -$35.3M | – | 443 |
|
|
2020
Q4 | $35.3M | Buy |
1,944,664
+97,522
| +5% | +$1.77M | 3.37% | 8 |
|
|
2020
Q3 | $33.2M | Buy |
1,847,142
+284,643
| +18% | +$5.12M | 3.73% | 8 |
|
|
2020
Q2 | $26.5M | Buy |
+1,562,499
| New | +$26.5M | 3.42% | 9 |
|