VCM
Verger Capital Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
236,184
-6,775
| -3% | -$422K | 5.8% | 7 |
|
|
2025
Q1 | $14.3M | Buy |
242,959
+10,323
| +4% | +$609K | 6.3% | 7 |
|
|
2024
Q4 | $11.5M | Hold |
232,636
| – | – | 5.74% | 7 |
|
|
2024
Q3 | $11.6M | Sell |
232,636
-111,033
| -32% | -$5.52M | 5.72% | 7 |
|
|
2024
Q2 | $15.1M | Hold |
343,669
| – | – | 7.7% | 7 |
|
|
2024
Q1 | $14.4M | Buy |
343,669
+104,525
| +44% | +$4.39M | 7.38% | 7 |
|
|
2023
Q4 | $9.33M | Hold |
239,144
| – | – | 5.21% | 8 |
|
|
2023
Q3 | $8.37M | Hold |
239,144
| – | – | 7.4% | 6 |
|
|
2023
Q2 | $8.7M | Sell |
239,144
-104,525
| -30% | -$3.8M | 5.4% | 7 |
|
|
2023
Q1 | $12.8M | Buy |
343,669
+104,525
| +44% | +$3.91M | 6.93% | 7 |
|
|
2022
Q4 | $8.27M | Sell |
239,144
-86,175
| -26% | -$2.98M | 4.64% | 7 |
|
|
2022
Q3 | $10.3M | Buy |
325,319
+86,175
| +36% | +$2.72M | 6.77% | 7 |
|
|
2022
Q2 | $8.21M | Buy |
239,144
+2,300
| +1% | +$78.9K | 6.1% | 6 |
|
|
2022
Q1 | $8.72M | Hold |
236,844
| – | – | 6.84% | 6 |
|
|
2021
Q4 | $8.24M | Buy |
236,844
+10,275
| +5% | +$358K | 6.35% | 6 |
|
|
2021
Q3 | $7.57M | Buy |
226,569
+45,500
| +25% | +$1.52M | 6.17% | 6 |
|
|
2021
Q2 | $6.1M | Sell |
181,069
-194,011
| -52% | -$6.54M | 5% | 8 |
|
|
2021
Q1 | $6.1M | Hold |
375,080
| – | – | 5.24% | 7 |
|
|
2020
Q4 | $6.8M | Hold |
375,080
| – | – | 5.96% | 5 |
|
|
2020
Q3 | $6.75M | Buy |
375,080
+29,925
| +9% | +$538K | 6.05% | 6 |
|
|
2020
Q2 | $5.86M | Buy |
345,155
+32,275
| +10% | +$548K | 4.8% | 7 |
|
|
2020
Q1 | $4.72M | Sell |
312,880
-742,387
| -70% | -$11.2M | 3.66% | 8 |
|
|
2019
Q4 | $15.3M | Buy |
1,055,267
+29,660
| +3% | +$430K | 7.49% | 6 |
|
|
2019
Q3 | $14.5M | Buy |
1,025,607
+93,795
| +10% | +$1.32M | 7.72% | 5 |
|
|
2019
Q2 | $12.6M | Sell |
931,812
-16,325
| -2% | -$220K | 6.67% | 6 |
|
|
2019
Q1 | $11.7M | Sell |
948,137
-16,140
| -2% | -$200K | 6.25% | 6 |
|
|
2018
Q4 | $11.9M | Hold |
964,277
| – | – | 6.49% | 6 |
|
|
2018
Q3 | $11M | Buy |
964,277
+23,425
| +2% | +$268K | 4.99% | 6 |
|
|
2018
Q2 | $11.3M | Buy |
940,852
+17,433
| +2% | +$210K | 4.49% | 6 |
|
|
2018
Q1 | $11.8M | Sell |
923,419
-1,135
| -0.1% | -$14.4K | 4.9% | 6 |
|
|
2017
Q4 | $11.6M | Buy |
924,554
+113,600
| +14% | +$1.42M | 4.51% | 5 |
|
|
2017
Q3 | $9.98M | Buy |
810,954
+122,004
| +18% | +$1.5M | 3.92% | 7 |
|
|
2017
Q2 | $8.23M | Hold |
688,950
| – | – | 3.58% | 7 |
|
|
2017
Q1 | $8.27M | Buy |
688,950
+56,000
| +9% | +$673K | 3.68% | 6 |
|
|
2016
Q4 | $7.01M | Buy |
632,950
+154,300
| +32% | +$1.71M | 3.11% | 8 |
|
|
2016
Q3 | $6.07M | Buy |
478,650
+133,000
| +38% | +$1.69M | 2.71% | 10 |
|
|
2016
Q2 | $4.41M | Buy |
345,650
+26,500
| +8% | +$338K | 1.84% | 11 |
|
|
2016
Q1 | $3.79M | Buy |
319,150
+95,000
| +42% | +$1.13M | 1.73% | 11 |
|
|
2015
Q4 | $2.29M | Buy |
224,150
+50,000
| +29% | +$511K | 1.17% | 11 |
|
|
2015
Q3 | $1.88M | Sell |
174,150
-631,121
| -78% | -$6.8M | 1.04% | 10 |
|
|
2015
Q2 | $9.13M | Hold |
805,271
| – | – | 4.48% | 6 |
|
|
2015
Q1 | $9.22M | Buy |
805,271
+231,820
| +40% | +$2.65M | 4.43% | 7 |
|
|
2014
Q4 | $6.56M | Buy |
+573,451
| New | +$6.56M | 4.34% | 7 |
|