Midwest Financial 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 | $1.44M | Hold |
23,018
| – | – | 0.75% | 38 |
|
|
2025
Q1 | $1.36M | Buy |
23,018
+710
| +3% | +$41.9K | 0.79% | 37 |
|
|
2024
Q4 | $1.1M | Buy |
22,308
+185
| +0.8% | +$9.16K | 0.63% | 41 |
|
|
2024
Q3 | $1.1M | Sell |
22,123
-500
| -2% | -$24.9K | 0.65% | 37 |
|
|
2024
Q2 | $994K | Sell |
22,623
-972
| -4% | -$42.7K | 0.63% | 39 |
|
|
2024
Q1 | $991K | Sell |
23,595
-205
| -0.9% | -$8.61K | 0.67% | 37 |
|
|
2023
Q4 | $929K | Buy |
23,800
+65
| +0.3% | +$2.54K | 0.69% | 39 |
|
|
2023
Q3 | $830K | Sell |
23,735
-150
| -0.6% | -$5.25K | 0.7% | 42 |
|
|
2023
Q2 | $869K | Sell |
23,885
-150
| -0.6% | -$5.46K | 0.74% | 38 |
|
|
2023
Q1 | $898K | Buy |
+24,035
| New | +$898K | 0.83% | 35 |
|