Maia Wealth’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
$1.01M Sell
16,151
-792
-5% -$49.4K 0.19% 133
2025
Q1
$1.03M Buy
16,943
+3,343
+25% +$203K 0.23% 102
2024
Q4
$704K Sell
13,600
-87
-0.6% -$4.5K 0.15% 130
2024
Q3
$707K Buy
13,687
+892
+7% +$46.1K 0.17% 118
2024
Q2
$585K Buy
+12,795
New +$585K 0.18% 110
2023
Q4
$566K Buy
+14,505
New +$566K 0.23% 85