Simon Quick Advisors’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 | – | Sell |
-7,862
| Closed | -$464K | – | 820 |
|
|
2025
Q1 | $464K | Buy |
+7,862
| New | +$464K | 0.03% | 313 |
|
|
2022
Q2 | – | Sell |
-852
| Closed | -$31K | – | 276 |
|
|
2022
Q1 | $31K | Hold |
852
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $30K | Hold |
852
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $28K | Hold |
852
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $28K | Sell |
852
-1
| -0.1% | -$33 | 0.01% | 310 |
|
|
2021
Q1 | $27K | Hold |
853
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $31K | Buy |
+853
| New | +$31K | 0.01% | 298 |
|
|
2018
Q4 | – | Sell |
-4,025
| Closed | -$92K | – | 345 |
|
|
2018
Q3 | $92K | Buy |
+4,025
| New | +$92K | 0.04% | 126 |
|