MinichMacGregor Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $7.28M | Sell |
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|
2023
Q2 | $7.86M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $864 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.18M | Sell |
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|
2020
Q3 | $16.1M | Sell |
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|
2020
Q2 | $16.9M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.78M | Buy |
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|
2019
Q3 | $5.29M | Buy |
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|
2019
Q2 | $4.8M | Buy |
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|
2019
Q1 | $4.36M | Buy |
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|
2018
Q4 | $3M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $3.22M | Buy |
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|
2016
Q2 | $2.63M | Buy |
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|
2016
Q1 | $2.42M | Buy |
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