MWM
Merriman Wealth Management’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.18M | Sell |
84,210
-4,622
| -5% | -$120K | 0.09% | 61 |
|
|
2024
Q3 | $2.31M | Sell |
88,832
-4,398
| -5% | -$114K | 0.09% | 73 |
|
|
2024
Q2 | $2.14M | Sell |
93,230
-1,764
| -2% | -$40.6K | 0.09% | 72 |
|
|
2024
Q1 | $2.09M | Sell |
94,994
-2,893
| -3% | -$63.6K | 0.09% | 72 |
|
|
2023
Q4 | $2M | Buy |
+97,887
| New | +$2M | 0.1% | 74 |
|
|
2022
Q2 | – | Sell |
-35,000
| Closed | -$673K | – | 166 |
|
|
2022
Q1 | $673K | Hold |
35,000
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $636K | Hold |
35,000
| – | – | 0.05% | 129 |
|
|
2021
Q3 | $611K | Hold |
35,000
| – | – | 0.05% | 124 |
|
|
2021
Q2 | $616K | Buy |
+35,000
| New | +$616K | 0.05% | 144 |
|