Tacita Capital’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 | $485K | Hold |
7,777
| – | – | 0.31% | 58 |
|
|
2025
Q1 | $458K | Buy |
7,777
+115
| +2% | +$6.78K | 0.33% | 59 |
|
|
2024
Q4 | $379K | Hold |
7,662
| – | – | 0.27% | 61 |
|
|
2024
Q3 | $381K | Hold |
7,662
| – | – | 0.25% | 63 |
|
|
2024
Q2 | $337K | Hold |
7,662
| – | – | 0.24% | 65 |
|
|
2024
Q1 | $322K | Buy |
7,662
+412
| +6% | +$17.3K | 0.22% | 65 |
|
|
2023
Q4 | $283K | Hold |
7,250
| – | – | 0.21% | 70 |
|
|
2023
Q3 | $254K | Hold |
7,250
| – | – | 0.2% | 71 |
|
|
2023
Q2 | $264K | Hold |
7,250
| – | – | 0.19% | 73 |
|
|
2023
Q1 | $271K | Hold |
7,250
| – | – | 0.2% | 69 |
|
|
2022
Q4 | $251K | Hold |
7,250
| – | – | 0.19% | 75 |
|
|
2022
Q3 | $229K | Hold |
7,250
| – | – | 0.18% | 73 |
|
|
2022
Q2 | $249K | Hold |
7,250
| – | – | 0.17% | 73 |
|
|
2022
Q1 | $267K | Hold |
7,250
| – | – | 0.15% | 74 |
|
|
2021
Q4 | $252K | Hold |
7,250
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $242K | Hold |
7,250
| – | – | 0.15% | 76 |
|
|
2021
Q2 | $244K | Hold |
7,250
| – | – | 0.15% | 80 |
|
|
2021
Q1 | $236K | Sell |
7,250
-7,558
| -51% | -$246K | 0.15% | 84 |
|
|
2020
Q4 | $537K | Buy |
+14,808
| New | +$537K | 0.35% | 54 |
|