Woodward Diversified Capital’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 | $506K | Sell |
8,110
-1,010
| -11% | -$63K | 0.26% | 90 |
|
|
2025
Q1 | $538K | Hold |
9,120
| – | – | 0.38% | 65 |
|
|
2024
Q4 | $452K | Sell |
9,120
-75
| -0.8% | -$3.71K | 0.33% | 67 |
|
|
2024
Q3 | $457K | Sell |
9,195
-500
| -5% | -$24.9K | 0.29% | 94 |
|
|
2024
Q2 | $426K | Sell |
9,695
-2,000
| -17% | -$87.9K | 0.25% | 99 |
|
|
2024
Q1 | $491K | Sell |
11,695
-10,646
| -48% | -$447K | 0.31% | 90 |
|
|
2023
Q4 | $872K | Sell |
22,341
-2,340
| -9% | -$91.3K | 0.55% | 48 |
|
|
2023
Q3 | $864K | Sell |
24,681
-1,687
| -6% | -$59K | 0.62% | 48 |
|
|
2023
Q2 | $960K | Sell |
26,368
-714
| -3% | -$26K | 0.72% | 40 |
|
|
2023
Q1 | $1.01M | Sell |
27,082
-374
| -1% | -$14K | 0.8% | 35 |
|
|
2022
Q4 | $950K | Sell |
27,456
-100
| -0.4% | -$3.46K | 0.76% | 35 |
|
|
2022
Q3 | $869K | Sell |
27,556
-4,750
| -15% | -$150K | 0.72% | 34 |
|
|
2022
Q2 | $1.11M | Sell |
32,306
-18,892
| -37% | -$648K | 0.85% | 29 |
|
|
2022
Q1 | $1.89M | Sell |
51,198
-2,859
| -5% | -$105K | 1.23% | 15 |
|
|
2021
Q4 | $1.88M | Sell |
54,057
-27,350
| -34% | -$952K | 1.11% | 17 |
|
|
2021
Q3 | $2.72M | Sell |
81,407
-4,982
| -6% | -$166K | 1.71% | 9 |
|
|
2021
Q2 | $2.91M | Sell |
86,389
-9,944
| -10% | -$335K | 1.66% | 9 |
|
|
2021
Q1 | $3.13M | Sell |
96,333
-27,455
| -22% | -$893K | 1.84% | 10 |
|
|
2020
Q4 | $4.49M | Buy |
+123,788
| New | +$4.49M | 2.91% | 6 |
|