Williams Jones Wealth 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 | $24.5M | Buy |
392,635
+136,201
| +53% | +$8.49M | 0.29% | 60 |
|
|
2025
Q1 | $15.1M | Buy |
256,434
+105,350
| +70% | +$6.21M | 0.19% | 76 |
|
|
2024
Q4 | $7.48M | Buy |
151,084
+63,778
| +73% | +$3.16M | 0.09% | 116 |
|
|
2024
Q3 | $4.34M | Buy |
87,306
+600
| +0.7% | +$29.8K | 0.05% | 145 |
|
|
2024
Q2 | $3.81M | Buy |
86,706
+55,885
| +181% | +$2.46M | 0.05% | 149 |
|
|
2024
Q1 | $1.29M | Sell |
30,821
-1,525
| -5% | -$64.1K | 0.02% | 239 |
|
|
2023
Q4 | $1.26M | Buy |
32,346
+4,095
| +14% | +$160K | 0.02% | 234 |
|
|
2023
Q3 | $989K | Hold |
28,251
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $1.03M | Buy |
28,251
+411
| +1% | +$15K | 0.02% | 257 |
|
|
2023
Q1 | $1.04M | Buy |
27,840
+575
| +2% | +$21.5K | 0.02% | 269 |
|
|
2022
Q4 | $943K | Sell |
27,265
-1,728
| -6% | -$59.8K | 0.02% | 273 |
|
|
2022
Q3 | $914K | Buy |
28,993
+518
| +2% | +$16.3K | 0.02% | 281 |
|
|
2022
Q2 | $977K | Sell |
28,475
-955
| -3% | -$32.8K | 0.02% | 276 |
|
|
2022
Q1 | $1.08M | Buy |
29,430
+6,874
| +30% | +$253K | 0.02% | 253 |
|
|
2021
Q4 | $785K | Sell |
22,556
-813
| -3% | -$28.3K | 0.01% | 278 |
|
|
2021
Q3 | $781K | Hold |
23,369
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $788K | Buy |
23,369
+4,899
| +27% | +$165K | 0.01% | 270 |
|
|
2021
Q1 | $601K | Buy |
18,470
+5,375
| +41% | +$175K | 0.01% | 290 |
|
|
2020
Q4 | $475K | Buy |
13,095
+4,838
| +59% | +$175K | 0.01% | 291 |
|
|
2020
Q3 | $297K | Buy |
8,257
+3,000
| +57% | +$108K | 0.01% | 332 |
|
|
2020
Q2 | $179K | Buy |
+5,257
| New | +$179K | ﹤0.01% | 384 |
|