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 |
|