Summit Trail 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 | $28M | Buy |
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|
2025
Q2 | $17.7M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $9.11M | Buy |
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|
2024
Q2 | $6.34M | Buy |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $5.28M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9.91M | Sell |
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|
2021
Q3 | $24.4M | Sell |
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|
2021
Q2 | $25.1M | Sell |
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|
2021
Q1 | $31.1M | Buy |
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|
2020
Q4 | $31.1M | Sell |
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|
2020
Q3 | $33.5M | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $178K | Buy |
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