TF
Tompkins Financial’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Hold |
1,048
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $61.8K | Hold |
1,048
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $51.9K | Hold |
1,048
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $52.1K | Sell |
1,048
-405
| -28% | -$20.1K | 0.01% | 332 |
|
|
2024
Q2 | $63.8K | Hold |
1,453
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $61K | Hold |
1,453
| – | – | 0.01% | 330 |
|
|
2023
Q4 | $56.7K | Buy |
+1,453
| New | +$56.7K | 0.01% | 331 |
|
|
2023
Q3 | – | Sell |
-94
| Closed | -$3.42K | – | 603 |
|
|
2023
Q2 | $3.42K | Buy |
+94
| New | +$3.42K | ﹤0.01% | 543 |
|
|
2021
Q1 | $33K | Hold |
2,031
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $37K | Hold |
2,031
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $37K | Buy |
+2,031
| New | +$37K | 0.01% | 264 |
|