Goldstone Financial Group’s Iron Mountain IRM Stock Holding History

Goldstone Financial Group’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,852	Closed	-$615K	–	212
2024 Q4	$615K	Buy	5,852 +1,304	+29%	+$153K	0.1%	113
2024 Q3	$540K	Sell	4,548 -88	-2%	-$9.41K	0.09%	111
2024 Q2	$415K	Sell	4,636 -20	-0.4%	-$1.62K	0.08%	118
2024 Q1	$373K	Buy	4,656 +98	+2%	+$7.09K	0.09%	115
2023 Q4	$319K	Sell	4,558 -262	-5%	-$16.4K	0.08%	118
2023 Q3	$287K	Sell	4,820 -401	-8%	-$24.5K	0.08%	119
2023 Q2	$297K	Buy	5,221 +215	+4%	+$11.8K	0.09%	121
2023 Q1	$265K	Buy	+5,006	New	+$262K	0.09%	124

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldstone Financial Group's IRM Position: Q1 2025 in Review

Goldstone Financial Group sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 5,852 shares — an estimated $615K sold.

Goldstone Financial Group first reported a position in IRM in Q1 2023 and held it in 8 quarters. The position peaked at $615K in Q4 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Goldstone Financial Group reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 5,852 Iron Mountain shares in Q1 2025, an estimated $615K.
Goldstone Financial Group first reported a position in Iron Mountain in Q1 2023 and held it in 8 quarters.
Goldstone Financial Group's Iron Mountain position peaked at $615K in Q4 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.