M Wealth Management LLC’s iShares Gold Trust Micro IAUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Hold
76,528
2.33% 10
2025
Q1
$2.39M Buy
+76,528
New +$2.39M 2.22% 10