White Lighthouse 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 | $13.1M | Sell |
209,523
-26,985
| -11% | -$1.68M | 2.13% | 11 |
|
|
2025
Q1 | $13.9M | Sell |
236,508
-11,086
| -4% | -$654K | 2.49% | 10 |
|
|
2024
Q4 | $12.3M | Sell |
247,594
-6,019
| -2% | -$298K | 2.15% | 11 |
|
|
2024
Q3 | $12.6M | Buy |
253,613
+2,017
| +0.8% | +$100K | 2.26% | 11 |
|
|
2024
Q2 | $11.1M | Sell |
251,596
-13,775
| -5% | -$605K | 2.13% | 11 |
|
|
2024
Q1 | $11.1M | Buy |
265,371
+11,395
| +4% | +$479K | 2.26% | 11 |
|
|
2023
Q4 | $9.91M | Buy |
253,976
+5,105
| +2% | +$199K | 2.17% | 11 |
|
|
2023
Q3 | $8.71M | Buy |
248,871
+17,597
| +8% | +$616K | 2.11% | 13 |
|
|
2023
Q2 | $8.42M | Sell |
231,274
-4,016
| -2% | -$146K | 2.01% | 13 |
|
|
2023
Q1 | $8.79M | Sell |
235,290
-11,562
| -5% | -$432K | 2.22% | 12 |
|
|
2022
Q4 | $8.54M | Buy |
246,852
+14,456
| +6% | +$500K | 2.32% | 12 |
|
|
2022
Q3 | $7.33M | Buy |
232,396
+2,672
| +1% | +$84.2K | 2.13% | 12 |
|
|
2022
Q2 | $7.88M | Sell |
229,724
-16,109
| -7% | -$553K | 2.26% | 10 |
|
|
2022
Q1 | $9.05M | Buy |
245,833
+1,472
| +0.6% | +$54.2K | 2.3% | 10 |
|
|
2021
Q4 | $8.51M | Buy |
244,361
+14,249
| +6% | +$496K | 2.12% | 13 |
|
|
2021
Q3 | $7.69M | Buy |
230,112
+18,184
| +9% | +$608K | 2.06% | 14 |
|
|
2021
Q2 | $7.14M | Buy |
211,928
+37,120
| +21% | +$1.25M | 1.96% | 13 |
|
|
2021
Q1 | $5.69M | Buy |
174,808
+4,336
| +3% | +$141K | 1.74% | 15 |
|
|
2020
Q4 | $6.18M | Buy |
170,472
+7,596
| +5% | +$275K | 1.97% | 15 |
|
|
2020
Q3 | $5.86M | Sell |
162,876
-25,714
| -14% | -$925K | 2.03% | 15 |
|
|
2020
Q2 | $6.41M | Sell |
188,590
-12,049
| -6% | -$409K | 2.35% | 12 |
|
|
2020
Q1 | $6.05M | Buy |
200,639
+10,297
| +5% | +$310K | 2.53% | 10 |
|
|
2019
Q4 | $5.52M | Buy |
190,342
+7,360
| +4% | +$213K | 2.02% | 15 |
|
|
2019
Q3 | $5.16M | Buy |
182,982
+8,204
| +5% | +$231K | 2.08% | 13 |
|
|
2019
Q2 | $4.72M | Buy |
174,778
+11,058
| +7% | +$299K | 1.97% | 14 |
|
|
2019
Q1 | $4.05M | Buy |
163,720
+11,685
| +8% | +$289K | 1.86% | 15 |
|
|
2018
Q4 | $3.74M | Sell |
152,035
-1,798
| -1% | -$44.2K | 2.05% | 14 |
|
|
2018
Q3 | $3.52M | Buy |
153,833
+2,061
| +1% | +$47.1K | 1.79% | 14 |
|
|
2018
Q2 | $3.65M | Buy |
151,772
+2,037
| +1% | +$49K | 2% | 13 |
|
|
2018
Q1 | $3.81M | Buy |
149,735
+3,334
| +2% | +$84.9K | 2.19% | 12 |
|
|
2017
Q4 | $3.66M | Buy |
+146,401
| New | +$3.66M | 2.1% | 13 |
|