Savant Capital’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 | $2.01M | Buy |
32,254
+924
| +3% | +$57.6K | 0.01% | 567 |
|
2025
Q1 | $1.85M | Buy |
31,330
+77
| +0.2% | +$4.54K | 0.01% | 535 |
|
2024
Q4 | $1.55M | Buy |
31,253
+6,494
| +26% | +$322K | 0.01% | 518 |
|
2024
Q3 | $1.23M | Buy |
24,759
+8,966
| +57% | +$446K | 0.01% | 569 |
|
2024
Q2 | $694K | Buy |
15,793
+3,770
| +31% | +$166K | 0.01% | 692 |
|
2024
Q1 | $505K | Sell |
12,023
-9,110
| -43% | -$383K | 0.01% | 721 |
|
2023
Q4 | $825K | Buy |
21,133
+8,315
| +65% | +$325K | 0.01% | 454 |
|
2023
Q3 | $448K | Sell |
12,818
-133
| -1% | -$4.65K | 0.01% | 547 |
|
2023
Q2 | $471K | Sell |
12,951
-147
| -1% | -$5.35K | 0.01% | 525 |
|
2023
Q1 | $489K | Buy |
13,098
+5,527
| +73% | +$207K | 0.01% | 468 |
|
2022
Q4 | $238K | Buy |
7,571
+1,211
| +19% | +$38K | 0.01% | 518 |
|
2022
Q3 | $201K | Buy |
6,360
+118
| +2% | +$3.73K | 0.01% | 520 |
|
2022
Q2 | $214K | Sell |
6,242
-562
| -8% | -$19.3K | 0.01% | 513 |
|
2022
Q1 | $251K | Buy |
6,804
+67
| +1% | +$2.47K | 0.01% | 492 |
|
2021
Q4 | $235K | Buy |
+6,737
| New | +$235K | 0.01% | 501 |
|
2019
Q3 | – | Sell |
-6,053
| Closed | -$163K | – | 330 |
|
2019
Q2 | $163K | Buy |
+6,053
| New | +$163K | 0.02% | 322 |
|