Welch & Forbes’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 | $5.42M | Sell |
86,883
-1,419
| -2% | -$88.5K | 0.07% | 122 |
|
|
2025
Q1 | $5.21M | Sell |
88,302
-606
| -0.7% | -$35.7K | 0.07% | 126 |
|
|
2024
Q4 | $4.4M | Sell |
88,908
-796
| -0.9% | -$39.4K | 0.06% | 132 |
|
|
2024
Q3 | $4.46M | Sell |
89,704
-388
| -0.4% | -$19.3K | 0.06% | 133 |
|
|
2024
Q2 | $4.02M | Sell |
90,092
-282
| -0.3% | -$12.6K | 0.05% | 134 |
|
|
2024
Q1 | $3.8M | Buy |
90,374
+332
| +0.4% | +$13.9K | 0.05% | 144 |
|
|
2023
Q4 | $3.51M | Sell |
90,042
-500
| -0.6% | -$19.5K | 0.05% | 143 |
|
|
2023
Q3 | $3.17M | Sell |
90,542
-2,500
| -3% | -$87.5K | 0.05% | 144 |
|
|
2023
Q2 | $3.39M | Sell |
93,042
-1,000
| -1% | -$36.4K | 0.05% | 146 |
|
|
2023
Q1 | $3.51M | Hold |
94,042
| – | – | 0.06% | 141 |
|
|
2022
Q4 | $3.25M | Sell |
94,042
-1,250
| -1% | -$43.2K | 0.06% | 143 |
|
|
2022
Q3 | $3.01M | Sell |
95,292
-1,089
| -1% | -$34.3K | 0.06% | 147 |
|
|
2022
Q2 | $3.31M | Buy |
+96,381
| New | +$3.31M | 0.06% | 146 |
|
|
2022
Q1 | – | Sell |
-98,369
| Closed | -$3.42M | – | 401 |
|
|
2021
Q4 | $3.42M | Buy |
98,369
+3,527
| +4% | +$123K | 0.05% | 153 |
|
|
2021
Q3 | $3.17M | Sell |
94,842
-1,083
| -1% | -$36.2K | 0.05% | 152 |
|
|
2021
Q2 | $3.23M | Sell |
95,925
-621
| -0.6% | -$20.9K | 0.05% | 150 |
|
|
2021
Q1 | $3.14M | Sell |
96,546
-14
| -0% | -$455 | 0.06% | 145 |
|
|
2020
Q4 | $3.5M | Sell |
96,560
-208
| -0.2% | -$7.54K | 0.07% | 141 |
|
|
2020
Q3 | $3.48M | Buy |
96,768
+417
| +0.4% | +$15K | 0.08% | 134 |
|
|
2020
Q2 | $3.27M | Sell |
96,351
-3,505
| -4% | -$119K | 0.08% | 139 |
|
|
2020
Q1 | $3.01M | Buy |
99,856
+3,175
| +3% | +$95.7K | 0.08% | 135 |
|
|
2019
Q4 | $2.8M | Buy |
96,681
+1,132
| +1% | +$32.8K | 0.06% | 156 |
|
|
2019
Q3 | $2.69M | Buy |
95,549
+1,846
| +2% | +$52K | 0.06% | 154 |
|
|
2019
Q2 | $2.53M | Buy |
93,703
+140
| +0.1% | +$3.78K | 0.06% | 156 |
|
|
2019
Q1 | $2.32M | Sell |
93,563
-1,208
| -1% | -$29.9K | 0.06% | 162 |
|
|
2018
Q4 | $2.33M | Sell |
94,771
-1,300
| -1% | -$31.9K | 0.07% | 154 |
|
|
2018
Q3 | $2.2M | Sell |
96,071
-1,500
| -2% | -$34.3K | 0.05% | 168 |
|
|
2018
Q2 | $2.35M | Sell |
97,571
-500
| -0.5% | -$12K | 0.06% | 163 |
|
|
2018
Q1 | $2.5M | Sell |
98,071
-250
| -0.3% | -$6.37K | 0.06% | 162 |
|
|
2017
Q4 | $2.46M | Sell |
98,321
-362
| -0.4% | -$9.06K | 0.07% | 151 |
|
|
2017
Q3 | $2.43M | Buy |
98,683
+825
| +0.8% | +$20.3K | 0.06% | 158 |
|
|
2017
Q2 | $2.34M | Sell |
97,858
-8,225
| -8% | -$196K | 0.07% | 156 |
|
|
2017
Q1 | $2.55M | Buy |
106,083
+73,887
| +229% | +$1.77M | 0.07% | 146 |
|
|
2016
Q4 | $714K | Sell |
32,196
-3,645
| -10% | -$80.8K | 0.02% | 215 |
|
|
2016
Q3 | $910K | Sell |
35,841
-430
| -1% | -$10.9K | 0.03% | 174 |
|
|
2016
Q2 | $925K | Buy |
36,271
+1,433
| +4% | +$36.5K | 0.03% | 197 |
|
|
2016
Q1 | $828K | Sell |
34,838
-1,250
| -3% | -$29.7K | 0.03% | 203 |
|
|
2015
Q4 | $738K | Buy |
36,088
+7,725
| +27% | +$158K | 0.02% | 207 |
|
|
2015
Q3 | $612K | Sell |
28,363
-49,387
| -64% | -$1.07M | 0.02% | 225 |
|
|
2015
Q2 | $1.76M | Buy |
77,750
+7,280
| +10% | +$165K | 0.05% | 170 |
|
|
2015
Q1 | $1.61M | Buy |
70,470
+12,107
| +21% | +$277K | 0.05% | 180 |
|
|
2014
Q4 | $1.34M | Sell |
58,363
-2,550
| -4% | -$58.4K | 0.04% | 197 |
|
|
2014
Q3 | $1.43M | Buy |
60,913
+738
| +1% | +$17.3K | 0.04% | 194 |
|
|
2014
Q2 | $1.55M | Sell |
60,175
-2,383
| -4% | -$61.3K | 0.05% | 179 |
|
|
2014
Q1 | $1.56M | Sell |
62,558
-587
| -0.9% | -$14.6K | 0.05% | 183 |
|
|
2013
Q4 | $1.48M | Sell |
63,145
-35,225
| -36% | -$823K | 0.05% | 177 |
|
|
2013
Q3 | $2.54M | Buy |
98,370
+2,580
| +3% | +$66.5K | 0.09% | 142 |
|
|
2013
Q2 | $2.3M | Buy |
+95,790
| New | +$2.3M | 0.08% | 145 |
|