SVB Wealth’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 | $493K | Buy |
+7,902
| New | +$493K | 0.03% | 299 |
|
|
2025
Q1 | – | Sell |
-5,807
| Closed | -$288K | – | 1619 |
|
|
2024
Q4 | $288K | Buy |
+5,807
| New | +$288K | 0.01% | 575 |
|
|
2024
Q3 | – | Sell |
-5,712
| Closed | -$251K | – | 281 |
|
|
2024
Q2 | $251K | Buy |
5,712
+118
| +2% | +$5.18K | 0.01% | 612 |
|
|
2024
Q1 | $235K | Buy |
5,594
+399
| +8% | +$16.8K | 0.01% | 705 |
|
|
2023
Q4 | $203K | Sell |
5,195
-3,518
| -40% | -$137K | ﹤0.01% | 771 |
|
|
2023
Q3 | $305K | Sell |
8,713
-29,999
| -77% | -$1.05M | 0.01% | 604 |
|
|
2023
Q2 | $1.41M | Sell |
38,712
-10,159
| -21% | -$370K | 0.03% | 295 |
|
|
2023
Q1 | $1.83M | Sell |
48,871
-29,572
| -38% | -$1.11M | 0.03% | 279 |
|
|
2022
Q4 | $2.71M | Sell |
78,443
-4,635
| -6% | -$160K | 0.04% | 227 |
|
|
2022
Q3 | $2.62M | Sell |
83,078
-5,121
| -6% | -$161K | 0.04% | 223 |
|
|
2022
Q2 | $3.03M | Buy |
88,199
+2,493
| +3% | +$85.5K | 0.05% | 186 |
|
|
2022
Q1 | $3.16M | Sell |
85,706
-6,690
| -7% | -$246K | 0.04% | 181 |
|
|
2021
Q4 | $3.22M | Buy |
92,396
+1,139
| +1% | +$39.6K | 0.05% | 177 |
|
|
2021
Q3 | $3.05M | Sell |
91,257
-199
| -0.2% | -$6.65K | 0.04% | 207 |
|
|
2021
Q2 | $3.08M | Buy |
91,456
+23,624
| +35% | +$796K | 0.04% | 213 |
|
|
2021
Q1 | $2.21M | Buy |
67,832
+8,427
| +14% | +$274K | 0.03% | 232 |
|
|
2020
Q4 | $2.15M | Buy |
59,405
+6,719
| +13% | +$244K | 0.03% | 222 |
|
|
2020
Q3 | $1.9M | Buy |
52,686
+8,860
| +20% | +$319K | 0.03% | 219 |
|
|
2020
Q2 | $1.49M | Buy |
43,826
+18,201
| +71% | +$618K | 0.03% | 228 |
|
|
2020
Q1 | $772K | Sell |
25,625
-6,232
| -20% | -$188K | 0.02% | 260 |
|
|
2019
Q4 | $924K | Buy |
31,857
+6,857
| +27% | +$199K | 0.02% | 312 |
|
|
2019
Q3 | $705K | Buy |
+25,000
| New | +$705K | 0.01% | 321 |
|