Robinson Value 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 | $3.71M | Sell |
59,417
-9,618
| -14% | -$600K | 2.33% | 14 |
|
2025
Q1 | $4.07M | Sell |
69,035
-7,051
| -9% | -$416K | 2.63% | 10 |
|
2024
Q4 | $3.77M | Sell |
76,086
-2,365
| -3% | -$117K | 2.49% | 12 |
|
2024
Q3 | $3.9M | Buy |
78,451
+2,451
| +3% | +$122K | 2.53% | 14 |
|
2024
Q2 | $3.34M | Sell |
76,000
-293
| -0.4% | -$12.9K | 2.33% | 13 |
|
2024
Q1 | $3.21M | Sell |
76,293
-608
| -0.8% | -$25.5K | 2.15% | 18 |
|
2023
Q4 | $3M | Sell |
76,901
-263
| -0.3% | -$10.3K | 1.97% | 21 |
|
2023
Q3 | $2.7M | Buy |
77,164
+3,480
| +5% | +$122K | 2.01% | 20 |
|
2023
Q2 | $2.68M | Buy |
73,684
+4,444
| +6% | +$162K | 1.94% | 23 |
|
2023
Q1 | $2.59M | Buy |
69,240
+1,258
| +2% | +$47K | 1.99% | 20 |
|
2022
Q4 | $2.35M | Buy |
67,982
+3,820
| +6% | +$132K | 2.02% | 21 |
|
2022
Q3 | $2.02M | Buy |
64,162
+324
| +0.5% | +$10.2K | 2.02% | 20 |
|
2022
Q2 | $2.19M | Sell |
63,838
-153
| -0.2% | -$5.25K | 2.03% | 18 |
|
2022
Q1 | $2.36M | Buy |
63,991
+47,728
| +293% | +$1.76M | 1.83% | 23 |
|
2021
Q4 | $566K | Buy |
16,263
+1,952
| +14% | +$67.9K | 0.47% | 51 |
|
2021
Q3 | $478K | Buy |
+14,311
| New | +$478K | 0.43% | 52 |
|