Mayflower Financial Advisors’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 | $1.25M | Sell |
20,095
-403
| -2% | -$25.1K | 0.17% | 125 |
|
|
2025
Q1 | $1.21M | Buy |
20,498
+2,612
| +15% | +$154K | 0.18% | 121 |
|
|
2024
Q4 | $886K | Buy |
17,886
+497
| +3% | +$24.6K | 0.13% | 152 |
|
|
2024
Q3 | $864K | Hold |
17,389
| – | – | 0.13% | 150 |
|
|
2024
Q2 | $764K | Hold |
17,389
| – | – | 0.13% | 157 |
|
|
2024
Q1 | $731K | Hold |
17,389
| – | – | 0.12% | 169 |
|
|
2023
Q4 | $679K | Hold |
17,389
| – | – | 0.09% | 174 |
|
|
2023
Q3 | $608K | Sell |
17,389
-26
| -0.1% | -$910 | 0.09% | 167 |
|
|
2023
Q2 | $634K | Hold |
17,415
| – | – | 0.08% | 174 |
|
|
2023
Q1 | $651K | Hold |
17,415
| – | – | 0.09% | 169 |
|
|
2022
Q4 | $602K | Sell |
17,415
-755
| -4% | -$26.1K | 0.08% | 171 |
|
|
2022
Q3 | $573K | Buy |
18,170
+755
| +4% | +$23.8K | 0.09% | 161 |
|
|
2022
Q2 | $598K | Hold |
17,415
| – | – | 0.09% | 163 |
|
|
2022
Q1 | $641K | Sell |
17,415
-724
| -4% | -$26.6K | 0.09% | 169 |
|
|
2021
Q4 | $631K | Sell |
18,139
-167
| -0.9% | -$5.81K | 0.08% | 166 |
|
|
2021
Q3 | $617K | Sell |
18,306
-27
| -0.1% | -$910 | 0.08% | 162 |
|
|
2021
Q2 | $618K | Buy |
18,333
+323
| +2% | +$10.9K | 0.09% | 146 |
|
|
2021
Q1 | $586K | Sell |
18,010
-146
| -0.8% | -$4.75K | 0.09% | 146 |
|
|
2020
Q4 | $658K | Buy |
+18,156
| New | +$658K | 0.11% | 129 |
|