MWM
Maltin 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 | $8.11M | Sell |
129,987
-628
| -0.5% | -$39.2K | 3.65% | 3 |
|
|
2025
Q1 | $7.7M | Buy |
130,615
+3,984
| +3% | +$235K | 3.62% | 2 |
|
|
2024
Q4 | $6.27M | Buy |
126,631
+714
| +0.6% | +$35.4K | 3.08% | 3 |
|
|
2024
Q3 | $6.26M | Buy |
125,917
+2,481
| +2% | +$123K | 3.05% | 3 |
|
|
2024
Q2 | $5.42M | Buy |
123,436
+2,152
| +2% | +$94.5K | 2.91% | 5 |
|
|
2024
Q1 | $5.1M | Buy |
121,284
+5,522
| +5% | +$232K | 2.87% | 7 |
|
|
2023
Q4 | $4.52M | Buy |
115,762
+2,272
| +2% | +$88.7K | 2.88% | 6 |
|
|
2023
Q3 | $3.97M | Buy |
113,490
+2,034
| +2% | +$71.2K | 2.77% | 6 |
|
|
2023
Q2 | $4.06M | Buy |
111,456
+1,091
| +1% | +$39.7K | 2.87% | 7 |
|
|
2023
Q1 | $4.12M | Buy |
110,365
+1,237
| +1% | +$46.2K | 2.97% | 5 |
|
|
2022
Q4 | $3.77M | Sell |
109,128
-2,760
| -2% | -$95.5K | 2.75% | 8 |
|
|
2022
Q3 | $3.53M | Sell |
111,888
-23,451
| -17% | -$739K | 2.79% | 6 |
|
|
2022
Q2 | $4.64M | Buy |
+135,339
| New | +$4.64M | 3.36% | 4 |
|
|
2022
Q1 | – | Sell |
-139,942
| Closed | -$4.87M | – | 119 |
|
|
2021
Q4 | $4.87M | Buy |
139,942
+12
| +0% | +$418 | 2.93% | 6 |
|
|
2021
Q3 | $4.68M | Sell |
139,930
-1,194
| -0.8% | -$39.9K | 2.87% | 7 |
|
|
2021
Q2 | $4.76M | Sell |
141,124
-141,795
| -50% | -$4.78M | 2.89% | 7 |
|
|
2021
Q1 | $4.6M | Buy |
282,919
+34,374
| +14% | +$559K | 2.98% | 8 |
|
|
2020
Q4 | $4.51M | Sell |
248,545
-8,529
| -3% | -$155K | 3.16% | 7 |
|
|
2020
Q3 | $4.63M | Buy |
257,074
+15,814
| +7% | +$285K | 3.29% | 8 |
|
|
2020
Q2 | $4.1M | Buy |
241,260
+32,217
| +15% | +$547K | 3.09% | 6 |
|
|
2020
Q1 | $3.15M | Buy |
209,043
+83,836
| +67% | +$1.26M | 2.68% | 8 |
|
|
2019
Q4 | $1.82M | Buy |
+125,207
| New | +$1.82M | 1.17% | 26 |
|