Mascoma 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 | $99.2K | Hold |
1,590
| – | – | 0.02% | 136 |
|
|
2025
Q1 | $93.7K | Hold |
1,590
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $78.7K | Hold |
1,590
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $79K | Hold |
1,590
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $69.8K | Sell |
1,590
-52
| -3% | -$2.28K | 0.02% | 161 |
|
|
2024
Q1 | $69K | Hold |
1,642
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $64.1K | Hold |
1,642
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $57.5K | Hold |
1,642
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $59.9K | Buy |
1,642
+340
| +26% | +$12.4K | 0.02% | 178 |
|
|
2023
Q1 | $49.1K | Hold |
1,302
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $45K | Hold |
1,302
| – | – | 0.01% | 241 |
|
|
2022
Q3 | $41K | Hold |
1,302
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $45K | Buy |
1,302
+52
| +4% | +$1.8K | 0.02% | 251 |
|
|
2022
Q1 | $46K | Hold |
1,250
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $44K | Hold |
1,250
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $42K | Buy |
+1,250
| New | +$42K | 0.02% | 222 |
|
|
2021
Q2 | – | Sell |
-1,250
| Closed | -$41K | – | 259 |
|
|
2021
Q1 | $41K | Buy |
+1,250
| New | +$41K | 0.02% | 227 |
|
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$34K | – | 204 |
|
|
2019
Q2 | $34K | Hold |
1,250
| – | – | 0.02% | 184 |
|
|
2019
Q1 | $31K | Hold |
1,250
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $31K | Hold |
1,250
| – | – | 0.02% | 171 |
|
|
2018
Q3 | $29K | Hold |
1,250
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $30K | Hold |
1,250
| – | – | 0.02% | 189 |
|
|
2018
Q1 | $32K | Hold |
1,250
| – | – | 0.02% | 178 |
|
|
2017
Q4 | $32K | Sell |
1,250
-470
| -27% | -$12K | 0.02% | 172 |
|
|
2017
Q3 | $42K | Buy |
+1,720
| New | +$42K | 0.03% | 160 |
|