SIG
Spinnaker Investment Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,671
| Closed | -$275K | – | 105 |
|
|
2025
Q1 | $275K | Buy |
4,671
+452
| +11% | +$26.7K | 0.06% | 87 |
|
|
2024
Q4 | $209K | Sell |
4,219
-5
| -0.1% | -$248 | 0.05% | 91 |
|
|
2024
Q3 | $210K | Buy |
+4,224
| New | +$210K | 0.05% | 90 |
|
|
2023
Q3 | – | Sell |
-7,246
| Closed | -$264K | – | 84 |
|
|
2023
Q2 | $264K | Buy |
7,246
+1,287
| +22% | +$46.9K | 0.09% | 74 |
|
|
2023
Q1 | $223K | Sell |
5,959
-78
| -1% | -$2.92K | 0.08% | 77 |
|
|
2022
Q4 | $209K | Buy |
+6,037
| New | +$209K | 0.07% | 82 |
|
|
2022
Q2 | – | Sell |
-6,204
| Closed | -$226K | – | 80 |
|
|
2022
Q1 | $226K | Sell |
6,204
-418
| -6% | -$15.2K | 0.07% | 78 |
|
|
2021
Q4 | $233K | Buy |
+6,622
| New | +$233K | 0.08% | 79 |
|