Sandy Spring Bank’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
Q1 | $226K | Buy |
3,832
+188
| +5% | +$11.1K | 0.01% | 350 |
|
|
2024
Q4 | $180K | Sell |
3,644
-310
| -8% | -$15.3K | 0.01% | 384 |
|
|
2024
Q3 | $197K | Buy |
3,954
+743
| +23% | +$36.9K | 0.01% | 381 |
|
|
2024
Q2 | $141K | Sell |
3,211
-105
| -3% | -$4.61K | 0.01% | 406 |
|
|
2024
Q1 | $139K | Sell |
3,316
-2,483
| -43% | -$104K | 0.01% | 408 |
|
|
2023
Q4 | $226K | Buy |
5,799
+373
| +7% | +$14.6K | 0.01% | 344 |
|
|
2023
Q3 | $190K | Sell |
5,426
-2,276
| -30% | -$79.6K | 0.01% | 352 |
|
|
2023
Q2 | $280K | Buy |
7,702
+5,101
| +196% | +$186K | 0.01% | 318 |
|
|
2023
Q1 | $97.2K | Hold |
2,601
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $90K | Sell |
2,601
-1,869
| -42% | -$64.6K | 0.01% | 440 |
|
|
2022
Q3 | $141K | Hold |
4,470
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $153K | Sell |
4,470
-320
| -7% | -$11K | 0.01% | 356 |
|
|
2022
Q1 | $177K | Sell |
4,790
-80
| -2% | -$2.96K | 0.01% | 342 |
|
|
2021
Q4 | $170K | Sell |
4,870
-70
| -1% | -$2.44K | 0.01% | 359 |
|
|
2021
Q3 | $165K | Sell |
4,940
-450
| -8% | -$15K | 0.01% | 352 |
|
|
2021
Q2 | $182K | Buy |
5,390
+1,189
| +28% | +$40.1K | 0.01% | 346 |
|
|
2021
Q1 | $136K | Buy |
4,201
+500
| +14% | +$16.2K | 0.01% | 356 |
|
|
2020
Q4 | $134K | Sell |
3,701
-463
| -11% | -$16.8K | 0.01% | 351 |
|
|
2020
Q3 | $150K | Buy |
4,164
+48
| +1% | +$1.73K | 0.01% | 323 |
|
|
2020
Q2 | $139K | Buy |
4,116
+165
| +4% | +$5.57K | 0.01% | 321 |
|
|
2020
Q1 | $119K | Hold |
3,951
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $115K | Buy |
3,951
+293
| +8% | +$8.53K | 0.01% | 355 |
|
|
2019
Q3 | $104K | Sell |
3,658
-87
| -2% | -$2.47K | 0.01% | 368 |
|
|
2019
Q2 | $101K | Hold |
3,745
| – | – | 0.01% | 366 |
|
|
2019
Q1 | $93K | Sell |
3,745
-1,175
| -24% | -$29.2K | 0.01% | 375 |
|
|
2018
Q4 | $121K | Hold |
4,920
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $113K | Buy |
4,920
+447
| +10% | +$10.3K | 0.01% | 361 |
|
|
2018
Q2 | $107K | Sell |
4,473
-335
| -7% | -$8.01K | 0.01% | 376 |
|
|
2018
Q1 | $122K | Hold |
4,808
| – | – | 0.01% | 352 |
|
|
2017
Q4 | $121K | Sell |
4,808
-1,600
| -25% | -$40.3K | 0.01% | 328 |
|
|
2017
Q3 | $158K | Buy |
6,408
+3,258
| +103% | +$80.3K | 0.02% | 309 |
|
|
2017
Q2 | $75K | Sell |
3,150
-665
| -17% | -$15.8K | 0.01% | 405 |
|
|
2017
Q1 | $91K | Sell |
3,815
-1,086
| -22% | -$25.9K | 0.01% | 362 |
|
|
2016
Q4 | $109K | Sell |
4,901
-1,736
| -26% | -$38.6K | 0.01% | 339 |
|
|
2016
Q3 | $169K | Sell |
6,637
-353
| -5% | -$8.99K | 0.02% | 300 |
|
|
2016
Q2 | $179K | Sell |
6,990
-1,558
| -18% | -$39.9K | 0.02% | 297 |
|
|
2016
Q1 | $203K | Sell |
8,548
-4,386
| -34% | -$104K | 0.02% | 282 |
|
|
2015
Q4 | $264K | Sell |
12,934
-9,950
| -43% | -$203K | 0.03% | 255 |
|
|
2015
Q3 | $493K | Sell |
22,884
-1,510
| -6% | -$32.5K | 0.06% | 215 |
|
|
2015
Q2 | $553K | Sell |
24,394
-972
| -4% | -$22K | 0.06% | 209 |
|
|
2015
Q1 | $580K | Buy |
25,366
+100
| +0.4% | +$2.29K | 0.07% | 201 |
|
|
2014
Q4 | $578K | Sell |
25,266
-1,623
| -6% | -$37.1K | 0.07% | 197 |
|
|
2014
Q3 | $630K | Buy |
26,889
+4,712
| +21% | +$110K | 0.08% | 194 |
|
|
2014
Q2 | $571K | Buy |
22,177
+12,541
| +130% | +$323K | 0.07% | 200 |
|
|
2014
Q1 | $240K | Buy |
9,636
+649
| +7% | +$16.2K | 0.04% | 241 |
|
|
2013
Q4 | $210K | Buy |
8,987
+4,012
| +81% | +$93.7K | 0.03% | 248 |
|
|
2013
Q3 | $128K | Sell |
4,975
-250
| -5% | -$6.43K | 0.02% | 282 |
|
|
2013
Q2 | $125K | Buy |
+5,225
| New | +$125K | 0.02% | 272 |
|