Mechanics Financial Corp’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 | $308K | Sell |
4,936
-160
| -3% | -$9.98K | 0.13% | 92 |
|
|
2025
Q1 | $300K | Hold |
5,096
| – | – | 0.14% | 91 |
|
|
2024
Q4 | $252K | Hold |
5,096
| – | – | 0.11% | 100 |
|
|
2024
Q3 | $253K | Sell |
5,096
-327
| -6% | -$16.3K | 0.11% | 101 |
|
|
2024
Q2 | $238K | Hold |
5,423
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $228K | Hold |
5,423
| – | – | 0.12% | 107 |
|
|
2023
Q4 | $212K | Hold |
5,423
| – | – | 0.12% | 106 |
|
|
2023
Q3 | $190K | Hold |
5,423
| – | – | 0.1% | 106 |
|
|
2023
Q2 | $197K | Buy |
5,423
+1,599
| +42% | +$58.2K | 0.11% | 109 |
|
|
2023
Q1 | $143K | Hold |
3,824
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $132K | Hold |
3,824
| – | – | 0.08% | 131 |
|
|
2022
Q3 | $121K | Hold |
3,824
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $131K | Buy |
+3,824
| New | +$131K | 0.08% | 127 |
|
|
2022
Q1 | – | Sell |
-3,904
| Closed | -$136K | – | 222 |
|
|
2021
Q4 | $136K | Buy |
+3,904
| New | +$136K | 0.06% | 128 |
|