Trilogy Capital’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 | $217K | Sell |
3,485
-222
| -6% | -$13.8K | 0.01% | 351 |
|
|
2025
Q1 | $219K | Buy |
+3,707
| New | +$219K | 0.01% | 319 |
|
|
2024
Q4 | – | Sell |
-4,314
| Closed | -$214K | – | 334 |
|
|
2024
Q3 | $214K | Buy |
+4,314
| New | +$214K | 0.01% | 311 |
|
|
2024
Q2 | – | Sell |
-6,827
| Closed | -$287K | – | 327 |
|
|
2024
Q1 | $287K | Buy |
6,827
+75
| +1% | +$3.15K | 0.02% | 258 |
|
|
2023
Q4 | $264K | Sell |
6,752
-4,564
| -40% | -$178K | 0.02% | 221 |
|
|
2023
Q3 | $396K | Sell |
11,316
-1,129
| -9% | -$39.5K | 0.03% | 179 |
|
|
2023
Q2 | $463K | Buy |
12,445
+744
| +6% | +$27.7K | 0.03% | 178 |
|
|
2023
Q1 | $437K | Sell |
11,701
-1,287
| -10% | -$48.1K | 0.03% | 162 |
|
|
2022
Q4 | $449K | Buy |
+12,988
| New | +$449K | 0.03% | 162 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$46K | – | 326 |
|
|
2018
Q3 | $46K | Buy |
2,000
+1,615
| +419% | +$37.1K | 0.01% | 201 |
|
|
2018
Q2 | $9K | Buy |
+385
| New | +$9K | ﹤0.01% | 307 |
|