Mather 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 | $1.88M | Buy |
30,109
+12,826
| +74% | +$800K | 0.02% | 197 |
|
|
2025
Q1 | $1.02M | Buy |
17,283
+1,526
| +10% | +$90K | 0.01% | 254 |
|
|
2024
Q4 | $780K | Buy |
15,757
+5,912
| +60% | +$293K | 0.01% | 269 |
|
|
2024
Q3 | $489K | Sell |
9,845
-6,998
| -42% | -$348K | 0.01% | 369 |
|
|
2024
Q2 | $708K | Buy |
16,843
+3,404
| +25% | +$143K | 0.01% | 338 |
|
|
2024
Q1 | $525K | Sell |
13,439
-45
| -0.3% | -$1.76K | 0.01% | 332 |
|
|
2023
Q4 | $526K | Sell |
13,484
-1,554
| -10% | -$60.7K | 0.01% | 343 |
|
|
2023
Q3 | $526K | Sell |
15,038
-1,794
| -11% | -$62.8K | 0.01% | 318 |
|
|
2023
Q2 | $613K | Buy |
16,832
+343
| +2% | +$12.5K | 0.01% | 310 |
|
|
2023
Q1 | $616K | Sell |
16,489
-3,746
| -19% | -$140K | 0.01% | 289 |
|
|
2022
Q4 | $700K | Buy |
20,235
+37
| +0.2% | +$1.28K | 0.01% | 266 |
|
|
2022
Q3 | $637K | Sell |
20,198
-9,078
| -31% | -$286K | 0.01% | 257 |
|
|
2022
Q2 | $1M | Buy |
29,276
+15,224
| +108% | +$522K | 0.02% | 182 |
|
|
2022
Q1 | $518K | Buy |
+14,052
| New | +$518K | 0.01% | 258 |
|
|
2021
Q1 | – | Sell |
-9,648
| Closed | -$350K | – | 273 |
|
|
2020
Q4 | $350K | Sell |
9,648
-2,863
| -23% | -$104K | 0.01% | 167 |
|
|
2020
Q3 | $450K | Sell |
12,511
-6,997
| -36% | -$252K | 0.02% | 145 |
|
|
2020
Q2 | $663K | Buy |
+19,508
| New | +$663K | 0.03% | 114 |
|
|
2017
Q1 | – | Sell |
-21,311
| Closed | -$472K | – | 40 |
|
|
2016
Q4 | $472K | Buy |
+21,311
| New | +$472K | 0.08% | 37 |
|