MW
MBL Wealth’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
11,300
-400
| -3% | -$24.9K | 0.07% | 121 |
|
|
2025
Q1 | $690K | Hold |
11,700
| – | – | 0.07% | 114 |
|
|
2024
Q4 | $579K | Sell |
11,700
-300
| -3% | -$14.9K | 0.06% | 129 |
|
|
2024
Q3 | $596K | Hold |
12,000
| – | – | 0.06% | 127 |
|
|
2024
Q2 | $527K | Hold |
12,000
| – | – | 0.06% | 123 |
|
|
2024
Q1 | $504K | Buy |
12,000
+100
| +0.8% | +$4.2K | 0.06% | 128 |
|
|
2023
Q4 | $464K | Buy |
11,900
+50
| +0.4% | +$1.95K | 0.06% | 120 |
|
|
2023
Q3 | $415K | Buy |
11,850
+600
| +5% | +$21K | 0.06% | 122 |
|
|
2023
Q2 | $409K | Buy |
11,250
+1,525
| +16% | +$55.5K | 0.06% | 120 |
|
|
2023
Q1 | $363K | Buy |
9,725
+32
| +0.3% | +$1.2K | 0.06% | 117 |
|
|
2022
Q4 | $335K | Sell |
9,693
-421
| -4% | -$14.6K | 0.06% | 122 |
|
|
2022
Q3 | $319K | Sell |
10,114
-1,286
| -11% | -$40.6K | 0.07% | 120 |
|
|
2022
Q2 | $391K | Buy |
11,400
+1,500
| +15% | +$51.4K | 0.1% | 105 |
|
|
2022
Q1 | $365K | Buy |
+9,900
| New | +$365K | 0.09% | 119 |
|
|
2021
Q1 | $301K | Buy |
+18,500
| New | +$301K | 0.11% | 114 |
|