MSWM
Mader & Shannon Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
399,009
-121,775
| -23% | -$7.59M | 13.55% | 3 |
|
|
2025
Q1 | $30.7M | Buy |
520,784
+9,474
| +2% | +$559K | 17.52% | 2 |
|
|
2024
Q4 | $25.3M | Sell |
511,310
-16,639
| -3% | -$824K | 15.65% | 2 |
|
|
2024
Q3 | $26.2M | Sell |
527,949
-22,148
| -4% | -$1.1M | 15.26% | 2 |
|
|
2024
Q2 | $24.2M | Sell |
550,097
-4,586
| -0.8% | -$201K | 14.53% | 4 |
|
|
2024
Q1 | $23.3M | Sell |
554,683
-29,372
| -5% | -$1.23M | 13.07% | 4 |
|
|
2023
Q4 | $22.8M | Buy |
584,055
+3,157
| +0.5% | +$123K | 12.97% | 3 |
|
|
2023
Q3 | $20.3M | Buy |
580,898
+6,053
| +1% | +$212K | 13.36% | 4 |
|
|
2023
Q2 | $20.9M | Buy |
574,845
+20,553
| +4% | +$748K | 12.92% | 1 |
|
|
2023
Q1 | $20.7M | Sell |
554,292
-60,428
| -10% | -$2.26M | 13.66% | 1 |
|
|
2022
Q4 | $21.3M | Buy |
614,720
+6,025
| +1% | +$208K | 14.07% | 1 |
|
|
2022
Q3 | $19.2M | Sell |
608,695
-158,818
| -21% | -$5.01M | 20.91% | 1 |
|
|
2022
Q2 | $26.3M | Sell |
767,513
-11,601
| -1% | -$398K | 15.73% | 1 |
|
|
2022
Q1 | $28.7M | Buy |
779,114
+11,107
| +1% | +$409K | 15.57% | 1 |
|
|
2021
Q4 | $26.7M | Buy |
768,007
+99,485
| +15% | +$3.46M | 14.79% | 1 |
|
|
2021
Q3 | $22.3M | Sell |
668,522
-1,954
| -0.3% | -$65.3K | 14.27% | 1 |
|
|
2021
Q2 | $22.6M | Sell |
670,476
-676,118
| -50% | -$22.8M | 11.64% | 1 |
|
|
2021
Q1 | $21.9M | Buy |
1,346,594
+6,471
| +0.5% | +$105K | 12.81% | 1 |
|
|
2020
Q4 | $24.3M | Buy |
1,340,123
+9,196
| +0.7% | +$167K | 16.1% | 1 |
|
|
2020
Q3 | $23.9M | Sell |
1,330,927
-5,374
| -0.4% | -$96.7K | 18.73% | 1 |
|
|
2020
Q2 | $22.7M | Buy |
1,336,301
+70,699
| +6% | +$1.2M | 18.48% | 1 |
|
|
2020
Q1 | $19.1M | Sell |
1,265,602
-13,464
| -1% | -$203K | 16.88% | 1 |
|
|
2019
Q4 | $18.5M | Buy |
1,279,066
+40,670
| +3% | +$590K | 14.94% | 2 |
|
|
2019
Q3 | $17.5M | Sell |
1,238,396
-14,135
| -1% | -$199K | 13.83% | 2 |
|
|
2019
Q2 | $16.9M | Sell |
1,252,531
-23,893
| -2% | -$323K | 14.37% | 4 |
|
|
2019
Q1 | $15.8M | Buy |
1,276,424
+10,419
| +0.8% | +$129K | 14.17% | 5 |
|
|
2018
Q4 | $15.6M | Buy |
+1,266,005
| New | +$15.6M | 12.67% | 5 |
|
|
2018
Q3 | – | Sell |
-292,633
| Closed | -$3.52M | – | 20 |
|
|
2018
Q2 | $3.52M | Sell |
292,633
-992,943
| -77% | -$11.9M | 4.25% | 9 |
|
|
2018
Q1 | $16.4M | Buy |
+1,285,576
| New | +$16.4M | 19.43% | 2 |
|
|
2017
Q4 | – | Sell |
-866,584
| Closed | -$10.7M | – | 27 |
|
|
2017
Q3 | $10.7M | Buy |
+866,584
| New | +$10.7M | 6.85% | 5 |
|
|
2017
Q1 | – | Sell |
-677,667
| Closed | -$7.51M | – | 14 |
|
|
2016
Q4 | $7.51M | Buy |
+677,667
| New | +$7.51M | 6.24% | 6 |
|
|
2016
Q3 | – | Sell |
-565,101
| Closed | -$7.21M | – | 21 |
|
|
2016
Q2 | $7.21M | Buy |
+565,101
| New | +$7.21M | 5.17% | 6 |
|
|
2015
Q4 | – | Sell |
-690,557
| Closed | -$7.44M | – | 15 |
|
|
2015
Q3 | $7.44M | Buy |
+690,557
| New | +$7.44M | 9.27% | 5 |
|