SVB Wealth’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 | $493K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.08M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $924K | Buy |
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|
2019
Q3 | $705K | Buy |
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