MBL Wealth’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $824K | Buy |
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|
2025
Q2 | $705K | Sell |
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|
2025
Q1 | $690K | Hold |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $596K | Hold |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q1 | $301K | Buy |
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