Stonehage Fleming Financial Services’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
Q2 | $3.7M | Sell |
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|
2025
Q1 | $3.68M | Hold |
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|
2024
Q4 | $3.09M | Hold |
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|
2024
Q3 | $3.1M | Hold |
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|
2024
Q2 | $2.74M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | $878K | Buy |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $459K | Hold |
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|
2019
Q2 | $440K | Hold |
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|
2019
Q1 | $403 | Hold |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $132K | Hold |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $175K | Sell |
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|
2017
Q4 | $767K | Hold |
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|
2017
Q3 | $754K | Sell |
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|
2017
Q2 | $744K | Sell |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $784K | Hold |
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|
2016
Q3 | $784K | Hold |
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|
2016
Q2 | $778K | Buy |
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|
2016
Q1 | $170K | Buy |
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