MWA
MFA Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Sell |
133,809
-24,072
| -15% | -$1.5M | 1.96% | 16 |
|
|
2025
Q1 | $9.31M | Sell |
157,881
-9,274
| -6% | -$547K | 2.3% | 14 |
|
|
2024
Q4 | $8.28M | Buy |
167,155
+15,833
| +10% | +$784K | 2.12% | 16 |
|
|
2024
Q3 | $7.52M | Sell |
151,322
-231
| -0.2% | -$11.5K | 1.64% | 20 |
|
|
2024
Q2 | $6.66M | Buy |
+151,553
| New | +$6.66M | 1.45% | 23 |
|
|
2022
Q1 | – | Sell |
-5,841
| Closed | -$204K | – | 70 |
|
|
2021
Q4 | $204K | Buy |
+5,841
| New | +$204K | 0.09% | 69 |
|