Simon Quick Advisors’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
Q3
$546K Buy
2025
Q2
Sell
2025
Q1
$464K Buy
2022
Q2
Sell
2022
Q1
$31K Hold
2021
Q4
$30K Hold
2021
Q3
$28K Hold
2021
Q2
$28K Sell
2021
Q1
$27K Hold
2020
Q4
$31K Buy
2018
Q4
Sell
2018
Q3
$92K Buy