Marmo Financial Group’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 | $898K | Buy |
14,401
+57
| +0.4% | +$3.56K | 0.45% | 19 |
|
|
2025
Q1 | $846K | Sell |
14,344
-57
| -0.4% | -$3.36K | 0.46% | 19 |
|
|
2024
Q4 | $713K | Hold |
14,401
| – | – | 0.39% | 18 |
|
|
2024
Q3 | $716K | Hold |
14,401
| – | – | 0.38% | 19 |
|
|
2024
Q2 | $633K | Sell |
14,401
-840
| -6% | -$36.9K | 0.38% | 19 |
|
|
2024
Q1 | $640K | Hold |
15,241
| – | – | 0.39% | 19 |
|
|
2023
Q4 | $595K | Sell |
15,241
-234
| -2% | -$9.13K | 0.45% | 12 |
|
|
2023
Q3 | $541K | Hold |
15,475
| – | – | 0.51% | 11 |
|
|
2023
Q2 | $563K | Sell |
15,475
-1,855
| -11% | -$67.5K | 0.51% | 11 |
|
|
2023
Q1 | $648K | Buy |
17,330
+7,451
| +75% | +$278K | 0.62% | 12 |
|
|
2022
Q4 | $342K | Buy |
+9,879
| New | +$342K | 0.33% | 13 |
|