Magnolia Capital 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
$746K Sell
11,968
-1,200
-9% -$74.8K 0.19% 128
2025
Q1
$776K Sell
13,168
-384
-3% -$22.6K 0.21% 117
2024
Q4
$671K Buy
13,552
+3,631
+37% +$180K 0.17% 133
2024
Q3
$493K Sell
9,921
-28,418
-74% -$1.41M 0.25% 95
2024
Q2
$1.68M Buy
+38,339
New +$1.68M 0.94% 28