West Family Investments’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 | $28.6M | Sell |
455,804
-35,242
| -7% | -$2.21M | 7.45% | 1 |
|
|
2025
Q1 | $29.1M | Sell |
491,046
-43,733
| -8% | -$2.59M | 10.95% | 1 |
|
|
2024
Q4 | $26.5M | Buy |
534,779
+1,865
| +0.3% | +$92.3K | 9.23% | 1 |
|
|
2024
Q3 | $26.6M | Hold |
532,914
| – | – | 9.06% | 1 |
|
|
2024
Q2 | $23.5M | Sell |
532,914
-87,626
| -14% | -$3.87M | 7.05% | 1 |
|
|
2024
Q1 | $26.3M | Hold |
620,540
| – | – | 8.15% | 1 |
|
|
2023
Q4 | $24.4M | Sell |
620,540
-537
| -0.1% | -$21.1K | 8.26% | 1 |
|
|
2023
Q3 | $21.9M | Buy |
+621,077
| New | +$21.9M | 7.64% | 1 |
|
|
2023
Q2 | – | Sell |
-621,118
| Closed | -$23.4M | – | 245 |
|
|
2023
Q1 | $23.4M | Sell |
621,118
-20
| -0% | -$753 | 9.26% | 1 |
|
|
2022
Q4 | $21.7M | Buy |
+621,138
| New | +$21.7M | 7.39% | 2 |
|
|
2022
Q1 | – | Sell |
-617,593
| Closed | -$21.5M | – | 316 |
|
|
2021
Q4 | $21.5M | Sell |
617,593
-170,081
| -22% | -$5.92M | 5.86% | 2 |
|
|
2021
Q3 | $20.6M | Buy |
+787,674
| New | +$20.6M | 5.34% | 2 |
|