Shepherd Financial Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $8.26M | Buy |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $621K | Sell |
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|
2021
Q3 | $5.46M | Sell |
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|
2021
Q2 | $9.71M | Sell |
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|
2021
Q1 | $9.69M | Sell |
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|
2020
Q4 | $11.7M | Buy |
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