M&R Capital Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $99.4K | Hold |
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|
2024
Q2 | $87.9K | Hold |
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|
2024
Q1 | $84K | Sell |
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|
2023
Q4 | $95.6K | Hold |
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|
2023
Q3 | $85.7K | Hold |
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|
2023
Q2 | $89.2K | Sell |
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|
2023
Q1 | $148K | Sell |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $124K | Sell |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $145K | Buy |
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|
2021
Q4 | $121K | Sell |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $126K | Hold |
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|
2021
Q1 | $121K | Hold |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $134K | Buy |
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