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S&CO Inc’s iShares Gold Trust IAU Stock Holding History

S&CO Inc’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Hold
17,174
– – 0.07% 142
2025
Q1 		$1.01M Hold
17,174
– – 0.07% 142
2024
Q4 		$850K Hold
17,174
– – 0.06% 146
2024
Q3 		$853K Hold
17,174
– – 0.06% 149
2024
Q2 		$754K Hold
17,174
– – 0.05% 154
2024
Q1 		$721K Hold
17,174
– – 0.05% 155
2023
Q4 		$670K Hold
17,174
– – 0.05% 140
2023
Q3 		$600K Hold
17,174
– – 0.05% 132
2023
Q2 		$624K Hold
17,174
– – 0.05% 132
2023
Q1 		$641K Hold
17,174
– – 0.05% 130
2022
Q4 		$594K Hold
17,174
– – 0.05% 132
2022
Q3 		$541K Hold
17,174
– – 0.05% 133
2022
Q2 		$589K Sell
17,174
-7
-0% -$240 0.05% 136
2022
Q1 		$632K Hold
17,181
– – 0.04% 143
2021
Q4 		$598K Hold
17,181
– – 0.04% 151
2021
Q3 		$574K Hold
17,181
– – 0.04% 151
2021
Q2 		$579K Sell
17,181
-17,189
-50% -$579K 0.05% 151
2021
Q1 		$558K Hold
34,370
– – 0.05% 147
2020
Q4 		$623K Hold
34,370
– – 0.06% 137
2020
Q3 		$618K Hold
34,370
– – 0.06% 132
2020
Q2 		$584K Hold
34,370
– – 0.06% 128
2020
Q1 		$518K Hold
34,370
– – 0.07% 121
2019
Q4 		$498K Hold
34,370
– – 0.05% 141
2019
Q3 		$485K Buy
34,370
+130
+0.4% +$1.83K 0.05% 143
2019
Q2 		$462K Hold
34,240
– – 0.05% 148
2019
Q1 		$424K Buy
34,240
+710
+2% +$8.79K 0.05% 153
2018
Q4 		$412K Sell
33,530
-425
-1% -$5.22K 0.05% 148
2018
Q3 		$388K Sell
33,955
-1,930
-5% -$22.1K 0.04% 157
2018
Q2 		$431K Sell
35,885
-6,000
-14% -$72.1K 0.05% 153
2018
Q1 		$533K Hold
41,885
– – 0.07% 135
2017
Q4 		$524K Hold
41,885
– – 0.07% 126
2017
Q3 		$516K Sell
41,885
-950
-2% -$11.7K 0.07% 125
2017
Q2 		$511K Hold
42,835
– – 0.07% 123
2017
Q1 		$514K Hold
42,835
– – 0.07% 122
2016
Q4 		$475K Sell
42,835
-30,000
-41% -$333K 0.07% 122
2016
Q3 		$924K Hold
72,835
– – 0.14% 98
2016
Q2 		$929K Buy
72,835
+1,125
+2% +$14.3K 0.14% 96
2016
Q1 		$852K Buy
71,710
+560
+0.8% +$6.65K 0.14% 96
2015
Q4 		$728K Sell
71,150
-14,000
-16% -$143K 0.12% 102
2015
Q3 		$918K Hold
85,150
– – 0.16% 91
2015
Q2 		$966K Buy
85,150
+250
+0.3% +$2.84K 0.14% 92
2015
Q1 		$972K Buy
84,900
+1,300
+2% +$14.9K 0.14% 92
2014
Q4 		$956K Hold
83,600
– – 0.14% 89
2014
Q3 		$978K Hold
83,600
– – 0.15% 81
2014
Q2 		$1.08M Hold
83,600
– – 0.15% 78
2014
Q1 		$1.04M Hold
83,600
– – 0.16% 75
2013
Q4 		$976K Hold
83,600
– – 0.16% 75
2013
Q3 		$1.08M Buy
+83,600
New +$1.08M 0.19% 72