Winthrop Capital 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 | $213K | Hold |
3,422
| – | – | 0.05% | 126 |
|
2025
Q1 | $202K | Hold |
3,422
| – | – | 0.06% | 120 |
|
2024
Q4 | $168K | Buy |
+3,422
| New | +$168K | 0.04% | 131 |
|
2024
Q2 | – | Sell |
-3,400
| Closed | -$143K | – | 163 |
|
2024
Q1 | $143K | Hold |
3,400
| – | – | 0.07% | 70 |
|
2023
Q4 | $133K | Buy |
+3,400
| New | +$133K | 0.04% | 131 |
|