Westside Investment Management’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  | $1.28M | Hold | 
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        2025
         Q1  | $1.21M | Hold | 
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| 
        
          
      
        2024
         Q4  | $1.02M | Sell | 
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| 
        
          
      
        2024
         Q3  | $1.05M | Hold | 
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| 
        
          
      
        2024
         Q2  | $930K | Sell | 
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| 
        
          
      
        2024
         Q1  | $894K | Hold | 
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| 
        
          
      
        2023
         Q4  | $830K | Sell | 
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| 
        
          
      
        2023
         Q3  | $797K | Hold | 
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| 
        
          
      
        2023
         Q2  | $829K | Hold | 
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| 
        
          
      
        2023
         Q1  | $851K | Hold | 
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| 
        
          
      
        2022
         Q4  | $7.76K | Sell | 
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| 
        
          
      
        2022
         Q3  | $51K | Buy | 
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| 
        
          
      
        2022
         Q2  | $9.91K | Buy | 
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| 
        
          
      
        2022
         Q1  | $9.13K | Sell | 
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| 
        
          
      
        2021
         Q4  | $97.2K | Sell | 
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| 
        
          
      
        2021
         Q3  | $93.3K | Buy | 
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| 
        
          
      
        2021
         Q2  | $89.9K | Sell | 
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| 
        
          
      
        2021
         Q1  | $86.8K | Buy | 
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| 
        
          
      
        2020
         Q4  | $32K | Buy | 
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| 
        
          
      
        2020
         Q3  | $27.9K | Buy | 
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| 
        
          
      
        2020
         Q2  | $909 | Sell | 
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| 
        
          
      
        2020
         Q1  | $108K | Buy | 
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| 
        
          
      
        2019
         Q2  | $81 | Buy | 
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| 
        
          
      
        2018
         Q4  | $78.8K | Sell | 
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| 
        
          
      
        2018
         Q3  | $75.4K | Sell | 
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| 
        
          
      
        2018
         Q2  | $84.2K | Sell | 
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| 
        
          
      
        2018
         Q1  | $92.1K | Hold | 
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| 
        
          
      
        2017
         Q4  | $90.7K | Hold | 
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| 
        
          
      
        2017
         Q3  | $88.3K | Buy | 
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| 
        
          
      
        2017
         Q2  | $74.1K | Buy | 
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| 
        
          
      
        2017
         Q1  | $58.7K | Buy | 
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| 
        
          
      
        2016
         Q4  | $32.6K | Buy | 
         |