Waterloo 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 | $4.45M | Buy |
71,434
+1,216
| +2% | +$75.8K | 0.36% | 60 |
|
|
2025
Q1 | $4.14M | Buy |
70,218
+38,138
| +119% | +$2.25M | 0.38% | 63 |
|
|
2024
Q4 | $1.59M | Sell |
32,080
-4,171
| -12% | -$207K | 0.17% | 134 |
|
|
2024
Q3 | $1.8M | Buy |
+36,251
| New | +$1.8M | 0.2% | 118 |
|
|
2024
Q2 | – | Sell |
-9,677
| Closed | -$407K | – | 367 |
|
|
2024
Q1 | $407K | Buy |
+9,677
| New | +$407K | 0.05% | 250 |
|
|
2023
Q3 | – | Sell |
-31,831
| Closed | -$1.16M | – | 208 |
|
|
2023
Q2 | $1.16M | Buy |
31,831
+21,848
| +219% | +$795K | 0.34% | 52 |
|
|
2023
Q1 | $373K | Buy |
+9,983
| New | +$373K | 0.12% | 114 |
|
|
2020
Q1 | $529K | Buy |
+17,561
| New | +$529K | 0.38% | 62 |
|