MA
MBA Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
112,359
-27,079
| -19% | -$1.69M | 3.23% | 10 |
|
|
2025
Q1 | $8.22M | Sell |
139,438
-1,093
| -0.8% | -$64.4K | 4.07% | 4 |
|
|
2024
Q4 | $6.96M | Buy |
140,531
+6,649
| +5% | +$329K | 3.49% | 8 |
|
|
2024
Q3 | $6.65M | Sell |
133,882
-13,106
| -9% | -$651K | 3.19% | 8 |
|
|
2024
Q2 | $6.46M | Buy |
146,988
+2,087
| +1% | +$91.7K | 3.3% | 9 |
|
|
2024
Q1 | $6.09M | Buy |
144,901
+3,587
| +3% | +$151K | 3.15% | 9 |
|
|
2023
Q4 | $5.52M | Buy |
141,314
+3,060
| +2% | +$119K | 3.07% | 9 |
|
|
2023
Q3 | $4.84M | Buy |
138,254
+348
| +0.3% | +$12.2K | 2.97% | 11 |
|
|
2023
Q2 | $5.02M | Sell |
137,906
-642
| -0.5% | -$23.4K | 3% | 12 |
|
|
2023
Q1 | $5.18M | Buy |
138,548
+4,215
| +3% | +$158K | 3.22% | 7 |
|
|
2022
Q4 | $4.65M | Buy |
134,333
+3,200
| +2% | +$111K | 3.04% | 9 |
|
|
2022
Q3 | $4.14M | Buy |
131,133
+10,314
| +9% | +$325K | 2.99% | 10 |
|
|
2022
Q2 | $4.15M | Buy |
120,819
+7,416
| +7% | +$254K | 2.85% | 11 |
|
|
2022
Q1 | $4.18M | Buy |
113,403
+7,931
| +8% | +$292K | 2.59% | 8 |
|
|
2021
Q4 | $3.67M | Buy |
105,472
+3,771
| +4% | +$131K | 2.27% | 11 |
|
|
2021
Q3 | $3.4M | Buy |
101,701
+6,761
| +7% | +$226K | 2.51% | 10 |
|
|
2021
Q2 | $3.2K | Sell |
94,940
-56,064
| -37% | -$1.89K | 1.49% | 12 |
|
|
2021
Q1 | $2.46K | Buy |
+151,004
| New | +$2.46K | 1.35% | 11 |
|