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