Mission Wealth Management’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 | $1.02M | Buy |
16,317
+1,715
| +12% | +$107K | 0.02% | 310 |
|
|
2025
Q1 | $861K | Buy |
14,602
+4,476
| +44% | +$264K | 0.02% | 319 |
|
|
2024
Q4 | $501K | Buy |
10,126
+798
| +9% | +$39.5K | 0.01% | 411 |
|
|
2024
Q3 | $464K | Sell |
9,328
-294
| -3% | -$14.6K | 0.01% | 431 |
|
|
2024
Q2 | $423K | Sell |
9,622
-1,164
| -11% | -$51.1K | 0.01% | 426 |
|
|
2024
Q1 | $453K | Buy |
+10,786
| New | +$453K | 0.01% | 432 |
|