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