SAM
Satovsky Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
31,836
-442
| -1% | -$27.6K | 0.42% | 17 |
|
|
2025
Q1 | $1.9M | Buy |
32,278
+436
| +1% | +$25.7K | 0.43% | 17 |
|
|
2024
Q4 | $1.58M | Sell |
31,842
-1,604
| -5% | -$79.4K | 0.36% | 18 |
|
|
2024
Q3 | $1.66M | Buy |
33,446
+54
| +0.2% | +$2.68K | 0.37% | 17 |
|
|
2024
Q2 | $1.47M | Sell |
33,392
-926
| -3% | -$40.7K | 0.35% | 17 |
|
|
2024
Q1 | $1.44M | Sell |
34,318
-83
| -0.2% | -$3.49K | 0.42% | 17 |
|
|
2023
Q4 | $1.34M | Sell |
34,401
-166
| -0.5% | -$6.48K | 0.42% | 17 |
|
|
2023
Q3 | $1.21M | Sell |
34,567
-825
| -2% | -$28.9K | 0.41% | 18 |
|
|
2023
Q2 | $1.29M | Sell |
35,392
-683
| -2% | -$24.9K | 0.44% | 17 |
|
|
2023
Q1 | $1.35M | Sell |
36,075
-312
| -0.9% | -$11.7K | 0.5% | 13 |
|
|
2022
Q4 | $1.26M | Hold |
36,387
| – | – | 0.52% | 12 |
|
|
2022
Q3 | $1.15M | Hold |
36,387
| – | – | 0.66% | 14 |
|
|
2022
Q2 | $1.25M | Hold |
36,387
| – | – | 0.73% | 13 |
|
|
2022
Q1 | $1.34M | Sell |
36,387
-1,962
| -5% | -$72.3K | 0.9% | 11 |
|
|
2021
Q4 | $1.34M | Sell |
38,349
-848
| -2% | -$29.5K | 0.9% | 10 |
|
|
2021
Q3 | $1.31M | Sell |
39,197
-991
| -2% | -$33.1K | 0.98% | 9 |
|
|
2021
Q2 | $1.36M | Sell |
40,188
-41,118
| -51% | -$1.39M | 1.03% | 9 |
|
|
2021
Q1 | $1.32M | Sell |
81,306
-6,980
| -8% | -$113K | 1.17% | 7 |
|
|
2020
Q4 | $1.6M | Buy |
+88,286
| New | +$1.6M | 1.5% | 5 |
|