Tortoise Investment Management’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
$63.3K Buy
1,015
+115
+13% +$7.17K 0.01% 356
2025
Q1
$53.1K Buy
+900
New +$53.1K 0.01% 365
2022
Q1
Sell
-19
Closed -$1K 676
2021
Q4
$1K Buy
+19
New +$1K ﹤0.01% 622
2016
Q4
Sell
-332
Closed -$8K 494
2016
Q3
$8K Hold
332
﹤0.01% 337
2016
Q2
$8K Buy
+332
New +$8K ﹤0.01% 336