MCP
Mirador Capital Partners’s iShares Gold Trust IAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $949K | Sell |
15,224
-119
| -0.8% | -$7.42K | 0.15% | 94 |
|
2025
Q1 | $905K | Sell |
15,343
-955
| -6% | -$56.3K | 0.16% | 96 |
|
2024
Q4 | $807K | Sell |
16,298
-12
| -0.1% | -$594 | 0.15% | 100 |
|
2024
Q3 | $811K | Sell |
16,310
-290
| -2% | -$14.4K | 0.15% | 98 |
|
2024
Q2 | $729K | Buy |
16,600
+1,975
| +14% | +$86.8K | 0.14% | 99 |
|
2024
Q1 | $614K | Sell |
14,625
-241
| -2% | -$10.1K | 0.12% | 115 |
|
2023
Q4 | $580K | Buy |
14,866
+152
| +1% | +$5.93K | 0.12% | 106 |
|
2023
Q3 | $515K | Sell |
14,714
-2,244
| -13% | -$78.5K | 0.12% | 118 |
|
2023
Q2 | $617K | Buy |
16,958
+5,471
| +48% | +$199K | 0.15% | 108 |
|
2023
Q1 | $429K | Sell |
11,487
-1,785
| -13% | -$66.7K | 0.1% | 121 |
|
2022
Q4 | $459K | Sell |
13,272
-6,470
| -33% | -$224K | 0.11% | 120 |
|
2022
Q3 | $622K | Sell |
19,742
-16,597
| -46% | -$523K | 0.15% | 91 |
|
2022
Q2 | $1.25M | Buy |
36,339
+5,380
| +17% | +$185K | 0.29% | 66 |
|
2022
Q1 | $1.14M | Buy |
30,959
+11,078
| +56% | +$408K | 0.23% | 79 |
|
2021
Q4 | $692K | Sell |
19,881
-1,630
| -8% | -$56.7K | 0.15% | 114 |
|
2021
Q3 | $719K | Sell |
21,511
-992
| -4% | -$33.2K | 0.16% | 110 |
|
2021
Q2 | $759K | Sell |
22,503
-131,723
| -85% | -$4.44M | 0.17% | 106 |
|
2021
Q1 | $2.51M | Sell |
154,226
-15,111
| -9% | -$246K | 0.64% | 51 |
|
2020
Q4 | $3.07M | Buy |
169,337
+4,360
| +3% | +$79K | 0.84% | 44 |
|
2020
Q3 | $2.97M | Buy |
164,977
+9,187
| +6% | +$165K | 0.93% | 39 |
|
2020
Q2 | $2.65M | Buy |
155,790
+4,485
| +3% | +$76.2K | 0.99% | 31 |
|
2020
Q1 | $2.44M | Buy |
151,305
+75,250
| +99% | +$1.21M | 1.02% | 31 |
|
2019
Q4 | $1.1M | Buy |
76,055
+45,715
| +151% | +$663K | 0.44% | 62 |
|
2019
Q3 | $428K | Buy |
+30,340
| New | +$428K | 0.19% | 113 |
|
2018
Q2 | – | Sell |
-14,325
| Closed | -$181K | – | 147 |
|
2018
Q1 | $181K | Buy |
+14,325
| New | +$181K | 0.13% | 118 |
|