MWM
Merriman Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $274K | Buy |
5,539
+538
| +11% | +$26.6K | 0.01% | 176 |
|
|
2024
Q3 | $249K | Sell |
5,001
-80
| -2% | -$3.98K | 0.01% | 194 |
|
|
2024
Q2 | $223K | Sell |
5,081
-178
| -3% | -$7.82K | 0.01% | 190 |
|
|
2024
Q1 | $221K | Sell |
5,259
-71
| -1% | -$2.98K | 0.01% | 190 |
|
|
2023
Q4 | $208K | Sell |
5,330
-1,761
| -25% | -$68.7K | 0.01% | 176 |
|
|
2023
Q3 | $248K | Sell |
7,091
-64,951
| -90% | -$2.27M | 0.01% | 163 |
|
|
2023
Q2 | $2.62M | Sell |
72,042
-4,070
| -5% | -$148K | 0.13% | 72 |
|
|
2023
Q1 | $2.84M | Buy |
76,112
+2,399
| +3% | +$89.7K | 0.15% | 57 |
|
|
2022
Q4 | $2.55M | Buy |
73,713
+66,618
| +939% | +$2.3M | 0.13% | 65 |
|
|
2022
Q3 | $224K | Sell |
7,095
-3,255
| -31% | -$103K | 0.01% | 156 |
|
|
2022
Q2 | $355K | Buy |
10,350
+622
| +6% | +$21.3K | 0.03% | 119 |
|
|
2022
Q1 | $358K | Buy |
9,728
+1,920
| +25% | +$70.7K | 0.03% | 148 |
|
|
2021
Q4 | $272K | Buy |
7,808
+154
| +2% | +$5.37K | 0.02% | 183 |
|
|
2021
Q3 | $256K | Buy |
7,654
+350
| +5% | +$11.7K | 0.02% | 175 |
|
|
2021
Q2 | $246K | Sell |
7,304
-7,470
| -51% | -$252K | 0.02% | 198 |
|
|
2021
Q1 | $240K | Sell |
14,774
-49,334
| -77% | -$801K | 0.03% | 170 |
|
|
2020
Q4 | $1.16M | Sell |
64,108
-152,186
| -70% | -$2.76M | 0.12% | 102 |
|
|
2020
Q3 | $3.89M | Sell |
216,294
-6,505
| -3% | -$117K | 0.58% | 43 |
|
|
2020
Q2 | $3.79M | Buy |
222,799
+73,807
| +50% | +$1.25M | 0.6% | 40 |
|
|
2020
Q1 | $2.25M | Buy |
148,992
+56,261
| +61% | +$848K | 0.49% | 34 |
|
|
2019
Q4 | $1.35M | Buy |
92,731
+47,010
| +103% | +$682K | 0.26% | 69 |
|
|
2019
Q3 | $645K | Buy |
45,721
+7,264
| +19% | +$102K | 0.13% | 104 |
|
|
2019
Q2 | $5.1K | Buy |
38,457
+12,357
| +47% | +$1.64K | 0.1% | 126 |
|
|
2019
Q1 | $323K | Buy |
+26,100
| New | +$323K | 0.06% | 158 |
|
|
2017
Q4 | – | Sell |
-45,440
| Closed | -$559K | – | 175 |
|
|
2017
Q3 | $559K | Buy |
45,440
+5,640
| +14% | +$69.4K | 0.13% | 100 |
|
|
2017
Q2 | $475K | Buy |
+39,800
| New | +$475K | 0.13% | 84 |
|
|
2016
Q4 | – | Sell |
-165,119
| Closed | -$2.1M | – | 150 |
|
|
2016
Q3 | $2.1M | Sell |
165,119
-437
| -0.3% | -$5.55K | 0.43% | 64 |
|
|
2016
Q2 | $2.11M | Buy |
165,556
+704
| +0.4% | +$8.98K | 0.6% | 48 |
|
|
2016
Q1 | $1.96M | Buy |
+164,852
| New | +$1.96M | 1.82% | 17 |
|