Weil Company’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 | $2.45M | Sell |
39,341
-76,432
| -66% | -$4.77M | 0.65% | 42 |
|
|
2025
Q1 | $6.83M | Sell |
115,773
-11,430
| -9% | -$674K | 2.04% | 15 |
|
|
2024
Q4 | $6.3M | Sell |
127,203
-3,308
| -3% | -$164K | 2.18% | 10 |
|
|
2024
Q3 | $6.49M | Sell |
130,511
-5,860
| -4% | -$291K | 2.13% | 8 |
|
|
2024
Q2 | $5.99M | Sell |
136,371
-28,714
| -17% | -$1.26M | 2.19% | 9 |
|
|
2024
Q1 | $6.94M | Sell |
165,085
-1,945
| -1% | -$81.7K | 2.75% | 7 |
|
|
2023
Q4 | $6.52M | Buy |
167,030
+66,704
| +66% | +$2.6M | 2.86% | 6 |
|
|
2023
Q3 | $3.51M | Sell |
100,326
-10,157
| -9% | -$355K | 1.74% | 13 |
|
|
2023
Q2 | $4.02M | Sell |
110,483
-2,243
| -2% | -$81.6K | 1.79% | 13 |
|
|
2023
Q1 | $4.21M | Buy |
112,726
+3,604
| +3% | +$135K | 1.91% | 11 |
|
|
2022
Q4 | $3.77M | Buy |
109,122
+24,960
| +30% | +$863K | 1.72% | 13 |
|
|
2022
Q3 | $2.65M | Buy |
84,162
+12,182
| +17% | +$384K | 1.63% | 15 |
|
|
2022
Q2 | $2.47M | Buy |
71,980
+14,674
| +26% | +$504K | 1.39% | 18 |
|
|
2022
Q1 | $2.11M | Sell |
57,306
-23,510
| -29% | -$866K | 1.06% | 26 |
|
|
2021
Q4 | $2.81M | Sell |
80,816
-50,121
| -38% | -$1.74M | 1.31% | 18 |
|
|
2021
Q3 | $4.38M | Sell |
130,937
-27,857
| -18% | -$931K | 2.28% | 8 |
|
|
2021
Q2 | $5.35M | Buy |
158,794
+10,010
| +7% | +$337K | 2.7% | 5 |
|
|
2021
Q1 | $4.84M | Buy |
148,784
+10,991
| +8% | +$357K | 2.74% | 6 |
|
|
2020
Q4 | $5M | Buy |
137,793
+3,440
| +3% | +$125K | 2.99% | 6 |
|
|
2020
Q3 | $4.83M | Buy |
134,353
+10,341
| +8% | +$372K | 3.52% | 5 |
|
|
2020
Q2 | $4.21M | Buy |
124,012
+38,074
| +44% | +$1.29M | 3.56% | 5 |
|
|
2020
Q1 | $2.59M | Buy |
85,938
+4,460
| +5% | +$134K | 2.44% | 9 |
|
|
2019
Q4 | $2.36M | Hold |
81,478
| – | – | 1.81% | 10 |
|
|
2019
Q3 | $2.3M | Sell |
81,478
-527
| -0.6% | -$14.9K | 1.71% | 13 |
|
|
2019
Q2 | $2.21M | Buy |
82,005
+1,515
| +2% | +$40.9K | 1.8% | 13 |
|
|
2019
Q1 | $1.99M | Buy |
80,490
+8,900
| +12% | +$220K | 1.67% | 16 |
|
|
2018
Q4 | $1.76M | Sell |
71,590
-11,455
| -14% | -$282K | 1.59% | 16 |
|
|
2018
Q3 | $1.9M | Buy |
83,045
+16,615
| +25% | +$380K | 1.57% | 16 |
|
|
2018
Q2 | $1.6M | Buy |
66,430
+29,827
| +81% | +$717K | 1.35% | 20 |
|
|
2018
Q1 | $932K | Buy |
+36,603
| New | +$932K | 0.87% | 34 |
|