S&CO Inc’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $850K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $754K | Hold |
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|
2024
Q1 | $721K | Hold |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $600K | Hold |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $641K | Hold |
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|
2022
Q4 | $594K | Hold |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $598K | Hold |
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|
2021
Q3 | $574K | Hold |
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|
2021
Q2 | $579K | Sell |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $623K | Hold |
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|
2020
Q3 | $618K | Hold |
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|
2020
Q2 | $584K | Hold |
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|
2020
Q1 | $518K | Hold |
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|
2019
Q4 | $498K | Hold |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $462K | Hold |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q4 | $412K | Sell |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $533K | Hold |
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|
2017
Q4 | $524K | Hold |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $511K | Hold |
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|
2017
Q1 | $514K | Hold |
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|
2016
Q4 | $475K | Sell |
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|
2016
Q3 | $924K | Hold |
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|
2016
Q2 | $929K | Buy |
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|
2016
Q1 | $852K | Buy |
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|
2015
Q4 | $728K | Sell |
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|
2015
Q3 | $918K | Hold |
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|
2015
Q2 | $966K | Buy |
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|
2015
Q1 | $972K | Buy |
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|
2014
Q4 | $956K | Hold |
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|
2014
Q3 | $978K | Hold |
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|
2014
Q2 | $1.08M | Hold |
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|
2014
Q1 | $1.04M | Hold |
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|
2013
Q4 | $976K | Hold |
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|
2013
Q3 | $1.08M | Buy |
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