MPWT
MassMutual Private Wealth & Trust’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
29,269
-423
| -1% | -$26.4K | 0.05% | 205 |
|
|
2025
Q1 | $1.75M | Buy |
29,692
+22
| +0.1% | +$1.3K | 0.05% | 209 |
|
|
2024
Q4 | $1.47M | Buy |
29,670
+1,057
| +4% | +$52.3K | 0.04% | 222 |
|
|
2024
Q3 | $1.42M | Buy |
28,613
+338
| +1% | +$16.8K | 0.04% | 216 |
|
|
2024
Q2 | $1.24M | Sell |
28,275
-1,434
| -5% | -$63K | 0.04% | 223 |
|
|
2024
Q1 | $1.25M | Sell |
29,709
-366
| -1% | -$15.4K | 0.04% | 227 |
|
|
2023
Q4 | $1.17M | Sell |
30,075
-10,462
| -26% | -$408K | 0.04% | 223 |
|
|
2023
Q3 | $1.42M | Sell |
40,537
-22,939
| -36% | -$803K | 0.05% | 206 |
|
|
2023
Q2 | $2.31M | Sell |
63,476
-53,478
| -46% | -$1.95M | 0.08% | 181 |
|
|
2023
Q1 | $4.37M | Sell |
116,954
-22,529
| -16% | -$842K | 0.17% | 128 |
|
|
2022
Q4 | $4.83M | Sell |
139,483
-71,678
| -34% | -$2.48M | 0.2% | 123 |
|
|
2022
Q3 | $6.66M | Sell |
211,161
-54,222
| -20% | -$1.71M | 0.3% | 94 |
|
|
2022
Q2 | $9.11M | Sell |
265,383
-112,619
| -30% | -$3.86M | 0.39% | 69 |
|
|
2022
Q1 | $13.9M | Sell |
378,002
-100,527
| -21% | -$3.7M | 0.53% | 48 |
|
|
2021
Q4 | $16.7M | Sell |
478,529
-146,605
| -23% | -$5.1M | 0.62% | 38 |
|
|
2021
Q3 | $20.9M | Buy |
625,134
+50,031
| +9% | +$1.67M | 0.86% | 35 |
|
|
2021
Q2 | $19.4M | Sell |
575,103
-588,521
| -51% | -$19.8M | 0.82% | 36 |
|
|
2021
Q1 | $18.9M | Buy |
1,163,624
+45,458
| +4% | +$739K | 0.89% | 29 |
|
|
2020
Q4 | $20.3M | Buy |
1,118,166
+1,101,041
| +6,429% | +$20M | 1.04% | 25 |
|
|
2020
Q3 | $308K | Buy |
17,125
+15,710
| +1,110% | +$283K | 0.02% | 308 |
|
|
2020
Q2 | $24K | Buy |
+1,415
| New | +$24K | ﹤0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-1,400
| Closed | -$20K | – | 844 |
|
|
2019
Q3 | $20K | Hold |
1,400
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $19K | Sell |
1,400
-1,825
| -57% | -$24.8K | ﹤0.01% | 500 |
|
|
2019
Q1 | $39.9K | Buy |
3,225
+1,825
| +130% | +$22.6K | ﹤0.01% | 448 |
|
|
2018
Q4 | $17.2K | Sell |
1,400
-7,153
| -84% | -$87.9K | ﹤0.01% | 502 |
|
|
2018
Q3 | $97.8K | Buy |
8,553
+5,650
| +195% | +$64.6K | 0.01% | 383 |
|
|
2018
Q2 | $34.9K | Hold |
2,903
| – | – | ﹤0.01% | 444 |
|
|
2018
Q1 | $37K | Sell |
2,903
-142
| -5% | -$1.81K | ﹤0.01% | 436 |
|
|
2017
Q4 | $38.1K | Buy |
+3,045
| New | +$38.1K | ﹤0.01% | 469 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 915 |
|
|
2015
Q4 | – | Sell |
-28,650
| Closed | -$335K | – | 897 |
|
|
2015
Q3 | $335K | Buy |
28,650
+1,100
| +4% | +$12.9K | 0.07% | 223 |
|
|
2015
Q2 | $355K | Sell |
27,550
-26,220
| -49% | -$338K | 0.08% | 207 |
|
|
2015
Q1 | $616K | Buy |
+53,770
| New | +$616K | 0.1% | 194 |
|
|
2014
Q4 | – | Sell |
-28,650
| Closed | -$335K | – | 692 |
|
|
2014
Q3 | $335K | Buy |
28,650
+28,200
| +6,267% | +$330K | 0.07% | 220 |
|
|
2014
Q2 | $5.8K | Hold |
450
| – | – | ﹤0.01% | 424 |
|
|
2014
Q1 | $5.6K | Hold |
450
| – | – | ﹤0.01% | 405 |
|
|
2013
Q4 | $5.26K | Buy |
+450
| New | +$5.26K | ﹤0.01% | 354 |
|