MWM
MinichMacGregor Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Buy |
147,743
+143,910
| +3,755% | +$8.97M | 1.97% | 23 |
|
|
2025
Q1 | $226K | Buy |
+3,833
| New | +$226K | 0.05% | 117 |
|
|
2024
Q1 | – | Sell |
-198,760
| Closed | -$7.76M | – | 108 |
|
|
2023
Q4 | $7.76M | Sell |
198,760
-9,164
| -4% | -$358K | 2.24% | 15 |
|
|
2023
Q3 | $7.28M | Sell |
207,924
-8,089
| -4% | -$283K | 2.41% | 12 |
|
|
2023
Q2 | $7.86M | Buy |
216,013
+171,684
| +387% | +$6.25M | 2.45% | 11 |
|
|
2023
Q1 | $1.66M | Buy |
44,329
+44,304
| +177,216% | +$1.66M | 0.55% | 44 |
|
|
2022
Q4 | $864 | Buy |
+25
| New | +$864 | ﹤0.01% | 642 |
|
|
2021
Q1 | – | Sell |
-230,460
| Closed | -$4.18M | – | 82 |
|
|
2020
Q4 | $4.18M | Sell |
230,460
-666,863
| -74% | -$12.1M | 1.7% | 21 |
|
|
2020
Q3 | $16.1M | Sell |
897,323
-95,362
| -10% | -$1.72M | 7.62% | 2 |
|
|
2020
Q2 | $16.9M | Buy |
+992,685
| New | +$16.9M | 9.33% | 3 |
|
|
2020
Q1 | – | Sell |
-398,743
| Closed | -$5.78M | – | 92 |
|
|
2019
Q4 | $5.78M | Buy |
398,743
+23,491
| +6% | +$341K | 3.22% | 10 |
|
|
2019
Q3 | $5.29M | Buy |
375,252
+12,786
| +4% | +$180K | 3.58% | 11 |
|
|
2019
Q2 | $4.8M | Buy |
362,466
+8,608
| +2% | +$114K | 3.36% | 15 |
|
|
2019
Q1 | $4.36M | Buy |
353,858
+110,148
| +45% | +$1.36M | 3.27% | 14 |
|
|
2018
Q4 | $3M | Buy |
+243,710
| New | +$3M | 2.05% | 10 |
|
|
2018
Q2 | – | Sell |
-941
| Closed | -$11K | – | 554 |
|
|
2018
Q1 | $11K | Hold |
941
| – | – | 0.01% | 294 |
|
|
2017
Q4 | $11K | Hold |
941
| – | – | 0.01% | 287 |
|
|
2017
Q3 | $11K | Hold |
941
| – | – | 0.01% | 266 |
|
|
2017
Q2 | $11K | Hold |
941
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $11K | Hold |
941
| – | – | 0.01% | 259 |
|
|
2016
Q4 | $10K | Sell |
941
-252,954
| -100% | -$2.69M | 0.01% | 259 |
|
|
2016
Q3 | $3.22M | Buy |
253,895
+47,925
| +23% | +$608K | 3.02% | 11 |
|
|
2016
Q2 | $2.63M | Buy |
205,970
+1,764
| +0.9% | +$22.5K | 2.48% | 14 |
|
|
2016
Q1 | $2.43M | Buy |
+204,206
| New | +$2.43M | 2.34% | 14 |
|