Marks Group Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Hold |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.5M | Hold |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $3.09M | Sell |
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $23.5M | Buy |
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|
2022
Q2 | $25.5M | Sell |
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|
2022
Q1 | $27.9M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $23.2M | Buy |
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|
2021
Q2 | $22.1M | Buy |
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|
2021
Q1 | $20.8M | Buy |
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|
2020
Q4 | $20.4M | Buy |
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|
2020
Q3 | $18.4M | Buy |
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|
2020
Q2 | $16.3M | Buy |
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