Tarbox Family Office’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 | $940K | Buy |
15,077
+77
| +0.5% | +$4.8K | 0.14% | 43 |
|
|
2025
Q1 | $884K | Hold |
15,000
| – | – | 0.15% | 42 |
|
|
2024
Q4 | $743K | Hold |
15,000
| – | – | 0.12% | 53 |
|
|
2024
Q3 | $746K | Hold |
15,000
| – | – | 0.12% | 52 |
|
|
2024
Q2 | $659K | Hold |
15,000
| – | – | 0.12% | 48 |
|
|
2024
Q1 | $630K | Hold |
15,000
| – | – | 0.11% | 54 |
|
|
2023
Q4 | $585K | Hold |
15,000
| – | – | 0.11% | 47 |
|
|
2023
Q3 | $525K | Hold |
15,000
| – | – | 0.11% | 53 |
|
|
2023
Q2 | $546K | Hold |
15,000
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $561K | Hold |
15,000
| – | – | 0.11% | 49 |
|
|
2022
Q4 | $519K | Sell |
15,000
-1,322
| -8% | -$45.7K | 0.11% | 51 |
|
|
2022
Q3 | $560K | Hold |
16,322
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $560K | Hold |
16,322
| – | – | 0.13% | 54 |
|
|
2022
Q1 | $601K | Hold |
16,322
| – | – | 0.12% | 42 |
|
|
2021
Q4 | $568K | Hold |
16,322
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $545K | Sell |
16,322
-1,540
| -9% | -$51.4K | 0.1% | 68 |
|
|
2021
Q2 | $602K | Sell |
17,862
-1
| -0% | -$34 | 0.11% | 68 |
|
|
2021
Q1 | $581K | Hold |
17,863
| – | – | 0.11% | 59 |
|
|
2020
Q4 | $648K | Hold |
17,863
| – | – | 0.14% | 50 |
|
|
2020
Q3 | $643K | Sell |
17,863
-11,030
| -38% | -$397K | 0.16% | 49 |
|
|
2020
Q2 | $982K | Buy |
28,893
+11,241
| +64% | +$382K | 0.25% | 33 |
|
|
2020
Q1 | $532K | Buy |
17,652
+432
| +3% | +$13K | 0.17% | 48 |
|
|
2019
Q4 | $499K | Sell |
17,220
-514
| -3% | -$14.9K | 0.14% | 54 |
|
|
2019
Q3 | $500K | Buy |
17,734
+668
| +4% | +$18.8K | 0.15% | 44 |
|
|
2019
Q2 | $461K | Buy |
17,066
+2,066
| +14% | +$55.8K | 0.14% | 48 |
|
|
2019
Q1 | $371K | Hold |
15,000
| – | – | 0.14% | 55 |
|
|
2018
Q4 | $369K | Hold |
15,000
| – | – | 0.15% | 48 |
|
|
2018
Q3 | $343K | Hold |
15,000
| – | – | 0.12% | 62 |
|
|
2018
Q2 | $361K | Hold |
15,000
| – | – | 0.14% | 56 |
|
|
2018
Q1 | $382K | Hold |
15,000
| – | – | 0.15% | 55 |
|
|
2017
Q4 | $375K | Hold |
15,000
| – | – | 0.15% | 52 |
|
|
2017
Q3 | $369K | Hold |
15,000
| – | – | 0.16% | 46 |
|
|
2017
Q2 | $358K | Hold |
15,000
| – | – | 0.18% | 39 |
|
|
2017
Q1 | $360K | Hold |
15,000
| – | – | 0.19% | 37 |
|
|
2016
Q4 | $332K | Hold |
15,000
| – | – | 0.19% | 33 |
|
|
2016
Q3 | $381K | Hold |
15,000
| – | – | 0.25% | 32 |
|
|
2016
Q2 | $383K | Hold |
15,000
| – | – | 0.27% | 31 |
|
|
2016
Q1 | $356K | Hold |
15,000
| – | – | 0.27% | 33 |
|
|
2015
Q4 | $307K | Hold |
15,000
| – | – | 0.25% | 34 |
|
|
2015
Q3 | $323K | Hold |
15,000
| – | – | 0.3% | 31 |
|
|
2015
Q2 | $340K | Hold |
15,000
| – | – | 0.29% | 32 |
|
|
2015
Q1 | $344K | Hold |
15,000
| – | – | 0.3% | 33 |
|
|
2014
Q4 | $343K | Hold |
15,000
| – | – | 0.32% | 35 |
|
|
2014
Q3 | $351K | Hold |
15,000
| – | – | 0.32% | 41 |
|
|
2014
Q2 | $386K | Sell |
15,000
-7,000
| -32% | -$180K | 0.34% | 39 |
|
|
2014
Q1 | $550K | Hold |
22,000
| – | – | 0.49% | 28 |
|
|
2013
Q4 | $514K | Buy |
+22,000
| New | +$514K | 0.43% | 31 |
|