Marks Group 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 | $1.69M | Buy |
27,096
+1,331
| +5% | +$83K | 0.16% | 131 |
|
|
2025
Q1 | $1.52M | Sell |
25,765
-8,555
| -25% | -$504K | 0.15% | 143 |
|
|
2024
Q4 | $1.7M | Sell |
34,320
-209
| -0.6% | -$10.3K | 0.17% | 127 |
|
|
2024
Q3 | $1.72M | Buy |
34,529
+474
| +1% | +$23.6K | 0.16% | 135 |
|
|
2024
Q2 | $1.5M | Hold |
34,055
| – | – | 0.16% | 144 |
|
|
2024
Q1 | $1.43M | Sell |
34,055
-2,468
| -7% | -$104K | 0.15% | 143 |
|
|
2023
Q4 | $1.43M | Sell |
36,523
-36,844
| -50% | -$1.44M | 0.16% | 141 |
|
|
2023
Q3 | $2.57M | Sell |
73,367
-7,588
| -9% | -$266K | 0.32% | 99 |
|
|
2023
Q2 | $2.95M | Sell |
80,955
-1,818
| -2% | -$66.2K | 0.35% | 94 |
|
|
2023
Q1 | $3.09M | Sell |
82,773
-5,837
| -7% | -$218K | 0.4% | 90 |
|
|
2022
Q4 | $3.07M | Sell |
88,610
-656,513
| -88% | -$22.7M | 0.42% | 86 |
|
|
2022
Q3 | $23.5M | Buy |
745,123
+1,728
| +0.2% | +$54.5K | 3.58% | 1 |
|
|
2022
Q2 | $25.5M | Sell |
743,395
-14,763
| -2% | -$507K | 3.68% | 1 |
|
|
2022
Q1 | $27.9M | Buy |
758,158
+54,133
| +8% | +$1.99M | 3.51% | 1 |
|
|
2021
Q4 | $24.5M | Buy |
704,025
+10,391
| +1% | +$362K | 2.99% | 1 |
|
|
2021
Q3 | $23.2M | Buy |
693,634
+37,215
| +6% | +$1.24M | 3.13% | 1 |
|
|
2021
Q2 | $22.1M | Buy |
656,419
+15,848
| +2% | +$534K | 3.04% | 1 |
|
|
2021
Q1 | $20.8M | Buy |
640,571
+79,235
| +14% | +$2.58M | 3.09% | 1 |
|
|
2020
Q4 | $20.4M | Buy |
561,336
+49,597
| +10% | +$1.8M | 3.17% | 1 |
|
|
2020
Q3 | $18.4M | Buy |
511,739
+32,423
| +7% | +$1.17M | 3.33% | 1 |
|
|
2020
Q2 | $16.3M | Buy |
+479,316
| New | +$16.3M | 3.31% | 1 |
|