Robertson Stephens Wealth 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 | $2.44M | Sell |
39,051
-2,344
| -6% | -$146K | 0.08% | 166 |
|
|
2025
Q1 | $2.44M | Buy |
41,395
+14,265
| +53% | +$841K | 0.08% | 173 |
|
|
2024
Q4 | $1.34M | Buy |
27,130
+9,013
| +50% | +$446K | 0.05% | 231 |
|
|
2024
Q3 | $900K | Sell |
18,117
-2,820
| -13% | -$140K | 0.03% | 296 |
|
|
2024
Q2 | $920K | Sell |
20,937
-26,188
| -56% | -$1.15M | 0.05% | 236 |
|
|
2024
Q1 | $1.98M | Buy |
47,125
+8,504
| +22% | +$357K | 0.11% | 155 |
|
|
2023
Q4 | $1.51M | Hold |
38,621
| – | – | 0.09% | 175 |
|
|
2023
Q3 | $1.35M | Buy |
+38,621
| New | +$1.35M | 0.09% | 170 |
|
|
2021
Q1 | – | Sell |
-9,915
| Closed | -$359K | – | 288 |
|
|
2020
Q4 | $359K | Buy |
9,915
+3,579
| +56% | +$130K | 0.08% | 168 |
|
|
2020
Q3 | $227K | Hold |
6,336
| – | – | 0.06% | 211 |
|
|
2020
Q2 | $215K | Buy |
+6,336
| New | +$215K | 0.06% | 175 |
|