Maripau Wealth Management’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
$336K Sell
5,392
-834
-13% -$52K 0.17% 108
2025
Q1
$367K Sell
6,226
-87
-1% -$5.13K 0.21% 94
2024
Q4
$313K Buy
+6,313
New +$313K 0.19% 102
2024
Q3
Sell
-5,990
Closed -$263K 83
2024
Q2
$263K Buy
5,990
+231
+4% +$10.1K 0.18% 114
2024
Q1
$242K Sell
5,759
-956
-14% -$40.2K 0.18% 118
2023
Q4
$262K Sell
6,715
-734
-10% -$28.6K 0.23% 87
2023
Q3
$261K Sell
7,449
-543
-7% -$19K 0.24% 79
2023
Q2
$291K Buy
+7,992
New +$291K 0.26% 70