VHAM
Van Hulzen Asset Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
198,945
-48,370
| -20% | -$3.02M | 1.04% | 28 |
|
|
2025
Q1 | $14.6M | Buy |
247,315
+4,147
| +2% | +$245K | 1.33% | 18 |
|
|
2024
Q4 | $12M | Buy |
243,168
+4,340
| +2% | +$215K | 0.88% | 29 |
|
|
2024
Q3 | $11.9M | Sell |
238,828
-3,011
| -1% | -$150K | 0.86% | 34 |
|
|
2024
Q2 | $10.6M | Sell |
241,839
-31,552
| -12% | -$1.39M | 0.71% | 44 |
|
|
2024
Q1 | $11.5M | Buy |
273,391
+406
| +0.1% | +$17.1K | 0.76% | 44 |
|
|
2023
Q4 | $10.7M | Sell |
272,985
-218
| -0.1% | -$8.51K | 0.75% | 44 |
|
|
2023
Q3 | $9.56M | Buy |
273,203
+3,486
| +1% | +$122K | 0.74% | 42 |
|
|
2023
Q2 | $9.82M | Buy |
269,717
+1,539
| +0.6% | +$56K | 0.84% | 41 |
|
|
2023
Q1 | $10M | Sell |
268,178
-52,696
| -16% | -$1.97M | 0.94% | 34 |
|
|
2022
Q4 | $11.1M | Buy |
320,874
+17,177
| +6% | +$594K | 1.28% | 27 |
|
|
2022
Q3 | $9.58M | Buy |
303,697
+187,403
| +161% | +$5.91M | 1.18% | 26 |
|
|
2022
Q2 | $3.99M | Buy |
116,294
+7,905
| +7% | +$271K | 0.48% | 57 |
|
|
2022
Q1 | $3.99M | Buy |
108,389
+4,716
| +5% | +$174K | 0.42% | 64 |
|
|
2021
Q4 | $3.61M | Buy |
103,673
+39,749
| +62% | +$1.38M | 0.39% | 65 |
|
|
2021
Q3 | $2.14M | Buy |
+63,924
| New | +$2.14M | 0.32% | 66 |
|
|
2021
Q2 | – | Sell |
-125,082
| Closed | -$2.03M | – | 278 |
|
|
2021
Q1 | $2.03M | Sell |
125,082
-59,307
| -32% | -$964K | 0.32% | 66 |
|
|
2020
Q4 | $3.34M | Sell |
184,389
-12,465
| -6% | -$226K | 0.51% | 56 |
|
|
2020
Q3 | $3.54M | Sell |
196,854
-14,716
| -7% | -$265K | 0.53% | 52 |
|
|
2020
Q2 | $3.6M | Sell |
211,570
-31,814
| -13% | -$541K | 0.54% | 46 |
|
|
2020
Q1 | $3.67M | Buy |
243,384
+54,605
| +29% | +$823K | 0.79% | 37 |
|
|
2019
Q4 | $2.74M | Buy |
188,779
+39,696
| +27% | +$576K | 0.53% | 49 |
|
|
2019
Q3 | $2.1M | Buy |
149,083
+5,470
| +4% | +$77.1K | 0.44% | 50 |
|
|
2019
Q2 | $1.94M | Sell |
143,613
-5,900
| -4% | -$79.7K | 0.42% | 54 |
|
|
2019
Q1 | $1.85M | Sell |
149,513
-78,993
| -35% | -$978K | 0.5% | 49 |
|
|
2018
Q4 | $2.81M | Sell |
228,506
-5,749
| -2% | -$70.6K | 0.81% | 39 |
|
|
2018
Q3 | $2.68M | Sell |
234,255
-49,918
| -18% | -$571K | 0.71% | 42 |
|
|
2018
Q2 | $3.42M | Sell |
284,173
-16,138
| -5% | -$194K | 1.01% | 36 |
|
|
2018
Q1 | $3.82M | Sell |
300,311
-12,801
| -4% | -$163K | 1.17% | 35 |
|
|
2017
Q4 | $3.92M | Buy |
313,112
+15,702
| +5% | +$196K | 1.19% | 23 |
|
|
2017
Q3 | $3.66M | Buy |
297,410
+11,245
| +4% | +$138K | 1.23% | 29 |
|
|
2017
Q2 | $3.42M | Sell |
286,165
-85,822
| -23% | -$1.02M | 1.36% | 29 |
|
|
2017
Q1 | $4.47M | Buy |
371,987
+41,535
| +13% | +$499K | 2.05% | 10 |
|
|
2016
Q4 | $3.66M | Buy |
330,452
+23,880
| +8% | +$265K | 1.7% | 12 |
|
|
2016
Q3 | $3.89M | Buy |
306,572
+55,007
| +22% | +$698K | 2.11% | 9 |
|
|
2016
Q2 | $3.21M | Buy |
+251,565
| New | +$3.21M | 1.83% | 13 |
|