Towneley Capital 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
$7.15M Sell
114,651
-26,670
-19% -$1.66M 1.64% 14
2025
Q1
$8.33M Buy
141,321
+3,278
+2% +$193K 1.95% 12
2024
Q4
$6.83M Sell
138,043
-1,890
-1% -$93.6K 1.62% 13
2024
Q3
$6.95M Sell
139,933
-4,819
-3% -$240K 1.58% 13
2024
Q2
$6.36M Sell
144,752
-18,905
-12% -$830K 1.49% 13
2024
Q1
$6.88M Sell
163,657
-1,574
-1% -$66.1K 1.69% 15
2023
Q4
$6.45M Buy
+165,231
New +$6.45M 1.65% 15