SJGA
Stephen J. Garry & Associates’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Buy |
159,746
+3,178
| +2% | +$198K | 8.61% | 2 |
|
|
2025
Q1 | $9.23M | Buy |
156,568
+2,185
| +1% | +$129K | 8.63% | 3 |
|
|
2024
Q4 | $7.64M | Buy |
154,383
+2,392
| +2% | +$118K | 7.06% | 4 |
|
|
2024
Q3 | $7.55M | Sell |
151,991
-227
| -0.1% | -$11.3K | 7.18% | 3 |
|
|
2024
Q2 | $6.69M | Buy |
152,218
+1,224
| +0.8% | +$53.8K | 6.77% | 4 |
|
|
2024
Q1 | $6.34M | Sell |
150,994
-1,125
| -0.7% | -$47.3K | 6.56% | 4 |
|
|
2023
Q4 | $5.94M | Buy |
+152,119
| New | +$5.94M | 6.57% | 4 |
|