Stone House Investment Management’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 | $5.62M | Sell |
90,098
-17,680
| -16% | -$1.1M | 1.03% | 23 |
|
|
2025
Q1 | $6.35M | Buy |
107,778
+79,616
| +283% | +$4.69M | 1.29% | 21 |
|
|
2024
Q4 | $1.39M | Buy |
28,162
+26,703
| +1,830% | +$1.32M | 0.35% | 27 |
|
|
2024
Q3 | $72.5K | Sell |
1,459
-23
| -2% | -$1.14K | 0.02% | 94 |
|
|
2024
Q2 | $65.1K | Sell |
1,482
-176
| -11% | -$7.73K | 0.02% | 105 |
|
|
2024
Q1 | $69.7K | Sell |
1,658
-3
| -0.2% | -$126 | 0.02% | 101 |
|
|
2023
Q4 | $64.8K | Sell |
1,661
-176
| -10% | -$6.87K | 0.02% | 76 |
|
|
2023
Q3 | $64.3K | Sell |
1,837
-6,458
| -78% | -$226K | 0.02% | 73 |
|
|
2023
Q2 | $302K | Buy |
8,295
+2,769
| +50% | +$101K | 0.11% | 28 |
|
|
2023
Q1 | $207K | Buy |
+5,526
| New | +$207K | 0.07% | 37 |
|
|
2019
Q2 | – | Sell |
-3,194
| Closed | -$79K | – | 108 |
|
|
2019
Q1 | $79K | Buy |
+3,194
| New | +$79K | 0.04% | 69 |
|