RiverGlades Family Offices’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 | $5.58M | Sell |
89,535
-1,752
| -2% | -$109K | 3.66% | 7 |
|
2025
Q1 | $5.38M | Sell |
91,287
-55
| -0.1% | -$3.24K | 3.87% | 6 |
|
2024
Q4 | $4.52M | Buy |
91,342
+470
| +0.5% | +$23.3K | 3.23% | 7 |
|
2024
Q3 | $4.52M | Buy |
90,872
+775
| +0.9% | +$38.5K | 3.23% | 8 |
|
2024
Q2 | $3.96M | Buy |
90,097
+375
| +0.4% | +$16.5K | 3.08% | 8 |
|
2024
Q1 | $3.98M | Sell |
89,722
-2,855
| -3% | -$127K | 3.17% | 7 |
|
2023
Q4 | $3.54M | Sell |
92,577
-7,317
| -7% | -$280K | 2.87% | 8 |
|
2023
Q3 | $3.5M | Sell |
99,894
-2,160
| -2% | -$75.6K | 3.07% | 7 |
|
2023
Q2 | $3.71M | Sell |
102,054
-1,094
| -1% | -$39.8K | 3.31% | 7 |
|
2023
Q1 | $3.85M | Sell |
103,148
-2,950
| -3% | -$110K | 3.55% | 6 |
|
2022
Q4 | $3.67M | Buy |
+106,098
| New | +$3.67M | 3.38% | 6 |
|
2022
Q2 | $3.72M | Sell |
108,348
-575
| -0.5% | -$19.7K | 3.45% | 6 |
|
2022
Q1 | $4.01M | Buy |
108,923
+2,823
| +3% | +$104K | 3.03% | 7 |
|
2021
Q4 | $3.69M | Buy |
106,100
+1,275
| +1% | +$44.4K | 2.68% | 9 |
|
2021
Q3 | $3.5M | Buy |
104,825
+863
| +0.8% | +$28.8K | 2.74% | 10 |
|
2021
Q2 | $3.51M | Sell |
103,962
-1,224
| -1% | -$41.3K | 2.71% | 10 |
|
2021
Q1 | $3.42M | Sell |
105,186
-732
| -0.7% | -$23.8K | 2.78% | 10 |
|
2020
Q4 | $3.84M | Sell |
105,918
-2,432
| -2% | -$88.2K | 3.26% | 7 |
|
2020
Q3 | $3.9M | Buy |
108,350
+1,245
| +1% | +$44.8K | 3.72% | 7 |
|
2020
Q2 | $3.64M | Buy |
107,105
+1,605
| +2% | +$54.5K | 3.72% | 7 |
|
2020
Q1 | $3.18M | Buy |
105,500
+29,115
| +38% | +$878K | 3.39% | 9 |
|
2019
Q4 | $2.22M | Sell |
76,385
-2,275
| -3% | -$66K | 1.91% | 17 |
|
2019
Q3 | $2.22M | Buy |
78,660
+742
| +1% | +$20.9K | 1.98% | 16 |
|
2019
Q2 | $2.1M | Sell |
77,918
-4,005
| -5% | -$108K | 1.88% | 17 |
|
2019
Q1 | $2.03M | Buy |
+81,923
| New | +$2.03M | 1.83% | 18 |
|
2018
Q4 | – | Sell |
-92,393
| Closed | -$2.11M | – | 62 |
|
2018
Q3 | $2.11M | Sell |
92,393
-4,350
| -4% | -$99.4K | 1.79% | 17 |
|
2018
Q2 | $2.33M | Buy |
96,743
+1,100
| +1% | +$26.4K | 2.02% | 16 |
|
2018
Q1 | $2.44M | Buy |
95,643
+14,640
| +18% | +$373K | 1.94% | 15 |
|
2017
Q4 | $2.03M | Buy |
+81,003
| New | +$2.03M | 1.66% | 18 |
|