Silver Oak Securities’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 | $1.79M | Sell |
28,732
-3,021
| -10% | -$188K | 0.15% | 153 |
|
|
2025
Q1 | $1.85M | Sell |
31,753
-7,211
| -19% | -$419K | 0.17% | 139 |
|
|
2024
Q4 | $1.92M | Sell |
38,964
-2,023
| -5% | -$99.6K | 0.18% | 127 |
|
|
2024
Q3 | $2.05M | Buy |
40,987
+26,469
| +182% | +$1.33M | 0.22% | 105 |
|
|
2024
Q2 | $638K | Sell |
14,518
-4,178
| -22% | -$184K | 0.1% | 186 |
|
|
2024
Q1 | $785K | Sell |
18,696
-60,105
| -76% | -$2.53M | 0.12% | 174 |
|
|
2023
Q4 | $3.08M | Buy |
78,801
+56,853
| +259% | +$2.22M | 0.41% | 55 |
|
|
2023
Q3 | $768K | Sell |
21,948
-62,076
| -74% | -$2.17M | 0.17% | 116 |
|
|
2023
Q2 | $3.06M | Buy |
84,024
+39,914
| +90% | +$1.45M | 0.49% | 46 |
|
|
2023
Q1 | $1.65M | Buy |
44,110
+32,389
| +276% | +$1.21M | 0.27% | 71 |
|
|
2022
Q4 | $405K | Sell |
11,721
-10,227
| -47% | -$353K | 0.08% | 191 |
|
|
2022
Q3 | $768K | Buy |
21,948
+7,343
| +50% | +$257K | 0.17% | 116 |
|
|
2022
Q2 | $478K | Buy |
+14,605
| New | +$478K | 0.11% | 130 |
|