Wormser Freres Gestion’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 | $2.24M | Buy |
35,960
+257
| +0.7% | +$16K | 1.33% | 20 |
|
|
2025
Q1 | $2.08M | Sell |
35,703
-5,700
| -14% | -$332K | 1.27% | 24 |
|
|
2024
Q4 | $2.08M | Buy |
41,403
+3,192
| +8% | +$160K | 1.24% | 22 |
|
|
2024
Q3 | $1.91M | Sell |
38,211
-10,201
| -21% | -$510K | 1.17% | 22 |
|
|
2024
Q2 | $2.2M | Buy |
48,412
+3,162
| +7% | +$144K | 1.43% | 20 |
|
|
2024
Q1 | $1.97M | Buy |
45,250
+10,050
| +29% | +$437K | 1.35% | 20 |
|
|
2023
Q4 | $1.36M | Buy |
+35,200
| New | +$1.36M | 1.1% | 21 |
|