Forvis Mazars Wealth Advisors’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 | $780K | Buy |
12,508
+40
| +0.3% | +$2.49K | 0.02% | 228 |
|
|
2025
Q1 | $735K | Buy |
12,468
+287
| +2% | +$16.9K | 0.02% | 236 |
|
|
2024
Q4 | $603K | Hold |
12,181
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $605K | Sell |
12,181
-500
| -4% | -$24.9K | 0.01% | 290 |
|
|
2024
Q2 | $557K | Hold |
12,681
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $533K | Sell |
12,681
-162
| -1% | -$6.81K | 0.01% | 281 |
|
|
2023
Q4 | $501K | Hold |
12,843
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $449K | Sell |
12,843
-331
| -3% | -$11.6K | 0.01% | 287 |
|
|
2023
Q2 | $479K | Buy |
13,174
+1,507
| +13% | +$54.8K | 0.01% | 298 |
|
|
2023
Q1 | $436K | Sell |
11,667
-254
| -2% | -$9.49K | 0.01% | 283 |
|
|
2022
Q4 | $412K | Sell |
11,921
-526
| -4% | -$18.2K | 0.01% | 283 |
|
|
2022
Q3 | $392K | Sell |
12,447
-2,164
| -15% | -$68.2K | 0.02% | 287 |
|
|
2022
Q2 | $501K | Buy |
+14,611
| New | +$501K | 0.02% | 251 |
|
|
2022
Q1 | – | Sell |
-7,718
| Closed | -$269K | – | 303 |
|
|
2021
Q4 | $269K | Buy |
+7,718
| New | +$269K | 0.01% | 246 |
|
|
2019
Q3 | – | Sell |
-10,890
| Closed | -$294K | – | 265 |
|
|
2019
Q2 | $294K | Buy |
10,890
+1,579
| +17% | +$42.6K | 0.02% | 221 |
|
|
2019
Q1 | $231K | Hold |
9,311
| – | – | 0.02% | 233 |
|
|
2018
Q4 | $229K | Sell |
9,311
-3,922
| -30% | -$96.5K | 0.02% | 210 |
|
|
2018
Q3 | $303K | Sell |
13,233
-6,406
| -33% | -$147K | 0.03% | 194 |
|
|
2018
Q2 | $472K | Hold |
19,639
| – | – | 0.05% | 146 |
|
|
2018
Q1 | $500K | Buy |
19,639
+13,494
| +220% | +$344K | 0.05% | 142 |
|
|
2017
Q4 | $154K | Buy |
+6,145
| New | +$154K | 0.02% | 237 |
|