Woodmont Investment Counsel’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 | $401K | Hold |
6,437
| – | – | 0.03% | 217 |
|
|
2025
Q1 | $380K | Hold |
6,437
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $319K | Hold |
6,437
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $320K | Sell |
6,437
-963
| -13% | -$47.9K | 0.02% | 222 |
|
|
2024
Q2 | $325K | Sell |
7,400
-52
| -0.7% | -$2.28K | 0.03% | 205 |
|
|
2024
Q1 | $313K | Buy |
7,452
+881
| +13% | +$37K | 0.03% | 214 |
|
|
2023
Q4 | $256K | Hold |
6,571
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $230K | Hold |
6,571
| – | – | 0.02% | 220 |
|
|
2023
Q2 | $239K | Hold |
6,571
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $246K | Buy |
6,571
+52
| +0.8% | +$1.94K | 0.03% | 215 |
|
|
2022
Q4 | $225K | Hold |
6,519
| – | – | 0.03% | 232 |
|
|
2022
Q3 | $206K | Hold |
6,519
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $224K | Hold |
6,519
| – | – | 0.03% | 227 |
|
|
2022
Q1 | $240K | Hold |
6,519
| – | – | 0.03% | 228 |
|
|
2021
Q4 | $227K | Hold |
6,519
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $218K | Buy |
+6,519
| New | +$218K | 0.03% | 195 |
|
|
2021
Q2 | – | Sell |
-7,049
| Closed | -$229K | – | 205 |
|
|
2021
Q1 | $229K | Buy |
+7,049
| New | +$229K | 0.04% | 177 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$10K | – | 536 |
|
|
2015
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 425 |
|
|
2015
Q3 | $11K | Sell |
500
-1,050
| -68% | -$23.1K | ﹤0.01% | 418 |
|
|
2015
Q2 | $35K | Buy |
+1,550
| New | +$35K | 0.01% | 295 |
|