Townsend & Associates’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
$10.2M Sell
162,108
-58,291
-26% -$3.67M 1.01% 40
2025
Q1
$14.2M Sell
220,399
-1,812
-0.8% -$117K 1.48% 31
2024
Q4
$11.5M Sell
222,211
-1,542
-0.7% -$79.8K 1.18% 37
2024
Q3
$11.5M Sell
223,753
-37,033
-14% -$1.9M 1.18% 37
2024
Q2
$11.8M Sell
260,786
-2,573
-1% -$116K 1.3% 35
2024
Q1
$11.6M Buy
263,359
+2,231
+0.9% +$98K 1.35% 35
2023
Q4
$9.94M Buy
261,128
+2,790
+1% +$106K 1.24% 38
2023
Q3
$9.82M Buy
258,338
+143,998
+126% +$5.47M 2.07% 11
2023
Q2
$4.26M Buy
114,340
+56,677
+98% +$2.11M 1.1% 34
2023
Q1
$2.17M Buy
57,663
+6,896
+14% +$260K 0.87% 44
2022
Q4
$1.79M Buy
+50,767
New +$1.79M 0.88% 43