Westside Investment Management’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 | $1.28M | Hold |
20,568
| – | – | 0.24% | 98 |
|
|
2025
Q1 | $1.21M | Hold |
20,568
| – | – | 0.26% | 98 |
|
|
2024
Q4 | $1.02M | Sell |
20,568
-600
| -3% | -$29.7K | 0.21% | 111 |
|
|
2024
Q3 | $1.05M | Hold |
21,168
| – | – | 0.22% | 109 |
|
|
2024
Q2 | $930K | Sell |
21,168
-100
| -0.5% | -$4.39K | 0.21% | 115 |
|
|
2024
Q1 | $894K | Hold |
21,268
| – | – | 0.21% | 113 |
|
|
2023
Q4 | $830K | Sell |
21,268
-1,512
| -7% | -$59K | 0.21% | 112 |
|
|
2023
Q3 | $797K | Hold |
22,780
| – | – | 0.23% | 107 |
|
|
2023
Q2 | $829K | Hold |
22,780
| – | – | 0.23% | 106 |
|
|
2023
Q1 | $851K | Hold |
22,780
| – | – | 0.25% | 101 |
|
|
2022
Q4 | $7.76K | Sell |
22,780
-1,400
| -6% | -$477 | 0.02% | 202 |
|
|
2022
Q3 | $51K | Buy |
24,180
+1,350
| +6% | +$2.85K | 0.12% | 126 |
|
|
2022
Q2 | $9.91K | Buy |
22,830
+22,580
| +9,032% | +$9.8K | 0.02% | 194 |
|
|
2022
Q1 | $9.14K | Sell |
250
-44,705
| -99% | -$1.63M | 0.02% | 196 |
|
|
2021
Q4 | $97.2K | Sell |
44,955
-25
| -0.1% | -$54 | 0.22% | 93 |
|
|
2021
Q3 | $93.3K | Buy |
44,980
+425
| +1% | +$882 | 0.22% | 92 |
|
|
2021
Q2 | $89.9K | Sell |
44,555
-2,826
| -6% | -$5.7K | 0.21% | 90 |
|
|
2021
Q1 | $86.8K | Buy |
47,381
+15,225
| +47% | +$27.9K | 0.23% | 84 |
|
|
2020
Q4 | $32K | Buy |
32,156
+4,675
| +17% | +$4.65K | 0.09% | 115 |
|
|
2020
Q3 | $27.9K | Buy |
27,481
+725
| +3% | +$737 | 0.01% | 116 |
|
|
2020
Q2 | $909 | Sell |
26,756
-6,425
| -19% | -$218 | ﹤0.01% | 185 |
|
|
2020
Q1 | $108K | Buy |
+33,181
| New | +$108K | 0.07% | 48 |
|
|
2019
Q2 | $81 | Buy |
+3,006
| New | +$81 | ﹤0.01% | 270 |
|
|
2018
Q4 | $78.8K | Sell |
3,206
-100
| -3% | -$2.46K | 0.03% | 238 |
|
|
2018
Q3 | $75.4K | Sell |
3,306
-231
| -7% | -$5.27K | 0.02% | 231 |
|
|
2018
Q2 | $84.2K | Sell |
3,537
-38
| -1% | -$904 | 0.03% | 244 |
|
|
2018
Q1 | $92.1K | Hold |
3,575
| – | – | 0.05% | 222 |
|
|
2017
Q4 | $90.7K | Hold |
3,575
| – | – | 0.05% | 229 |
|
|
2017
Q3 | $88.3K | Buy |
3,575
+400
| +13% | +$9.88K | 0.05% | 213 |
|
|
2017
Q2 | $74.1K | Buy |
3,175
+750
| +31% | +$17.5K | 0.05% | 227 |
|
|
2017
Q1 | $58.7K | Buy |
2,425
+1,000
| +70% | +$24.2K | 0.03% | 244 |
|
|
2016
Q4 | $32.7K | Buy |
+1,425
| New | +$32.7K | 0.02% | 222 |
|