Sand Hill Global Advisors’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 | $416K | Buy |
6,669
+78
| +1% | +$4.86K | 0.02% | 154 |
|
2025
Q1 | $389K | Sell |
6,591
-1,364
| -17% | -$80.4K | 0.02% | 155 |
|
2024
Q4 | $394K | Buy |
7,955
+1,498
| +23% | +$74.2K | 0.02% | 150 |
|
2024
Q3 | $321K | Hold |
6,457
| – | – | 0.01% | 158 |
|
2024
Q2 | $284K | Buy |
+6,457
| New | +$284K | 0.01% | 163 |
|
2023
Q3 | – | Sell |
-8,291
| Closed | -$302K | – | 155 |
|
2023
Q2 | $302K | Buy |
+8,291
| New | +$302K | 0.02% | 135 |
|