Westwood Holdings Group’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
Q1 | – | Sell |
-4,792
| Closed | -$237K | – | 483 |
|
|
2024
Q4 | $237K | Hold |
4,792
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $238K | Hold |
4,792
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $211K | Hold |
4,792
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $201K | Buy |
+4,792
| New | +$201K | ﹤0.01% | 455 |
|
|
2023
Q1 | – | Sell |
-1,209
| Closed | -$42K | – | 539 |
|
|
2022
Q4 | $42K | Buy |
+1,209
| New | +$42K | ﹤0.01% | 530 |
|
|
2020
Q1 | – | Sell |
-1,209
| Closed | -$35K | – | 452 |
|
|
2019
Q4 | $35K | Buy |
+1,209
| New | +$35K | ﹤0.01% | 506 |
|