MWM
Maripau Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
15,148
-1,343
| -8% | -$44.3K | 0.25% | 87 |
|
|
2025
Q1 | $514K | Sell |
16,491
-4,501
| -21% | -$140K | 0.3% | 77 |
|
|
2024
Q4 | $549K | Sell |
20,992
-34,298
| -62% | -$898K | 0.33% | 68 |
|
|
2024
Q3 | $1.45M | Sell |
55,290
-15,157
| -22% | -$398K | 1.26% | 23 |
|
|
2024
Q2 | $1.63M | Sell |
70,447
-19,837
| -22% | -$460K | 1.12% | 24 |
|
|
2024
Q1 | $2M | Buy |
90,284
+3,299
| +4% | +$73.1K | 1.5% | 14 |
|
|
2023
Q4 | $1.79M | Sell |
86,985
-20,556
| -19% | -$423K | 1.56% | 16 |
|
|
2023
Q3 | $1.98M | Sell |
107,541
-5,077
| -5% | -$93.7K | 1.83% | 15 |
|
|
2023
Q2 | $2.16M | Sell |
112,618
-26,839
| -19% | -$515K | 1.92% | 14 |
|
|
2023
Q1 | $2.75M | Buy |
139,457
+65,256
| +88% | +$1.28M | 2.86% | 11 |
|
|
2022
Q4 | $1.43M | Buy |
74,201
+90
| +0.1% | +$1.74K | 1.49% | 18 |
|
|
2022
Q3 | $1.21M | Buy |
74,111
+52,552
| +244% | +$857K | 1.3% | 21 |
|
|
2022
Q2 | $381K | Buy |
+21,559
| New | +$381K | 0.41% | 49 |
|