Mid-American Wealth Advisory Group’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 | $280K | Sell |
4,497
-1,662
| -27% | -$104K | 0.13% | 46 |
|
|
2025
Q1 | $363K | Sell |
6,159
-1,407
| -19% | -$83K | 0.19% | 37 |
|
|
2024
Q4 | $375K | Sell |
7,566
-754
| -9% | -$37.3K | 0.22% | 35 |
|
|
2024
Q3 | $414K | Sell |
8,320
-1,639
| -16% | -$81.5K | 0.26% | 32 |
|
|
2024
Q2 | $437K | Sell |
9,959
-230
| -2% | -$10.1K | 0.28% | 30 |
|
|
2024
Q1 | $428K | Sell |
10,189
-1,347
| -12% | -$56.6K | 0.29% | 31 |
|
|
2023
Q4 | $450K | Sell |
11,536
-425
| -4% | -$16.6K | 0.33% | 28 |
|
|
2023
Q3 | $422K | Sell |
11,961
-112,819
| -90% | -$3.98M | 0.34% | 26 |
|
|
2023
Q2 | $4.63M | Buy |
+124,780
| New | +$4.63M | 3.61% | 10 |
|
|
2022
Q1 | $4.59M | Buy |
124,736
+9,455
| +8% | +$348K | 3.59% | 9 |
|
|
2021
Q4 | $4.01M | Buy |
+115,281
| New | +$4.01M | 3.22% | 8 |
|