West Branch Capital’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $175K | Hold |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $174K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $204K | Hold |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $170K | Hold |
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|
2019
Q4 | $163K | Hold |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $152K | Hold |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $138K | Hold |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $135K | Hold |
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|
2018
Q1 | $143K | Buy |
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