MKD Wealth Coaches’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 | $315K | Sell |
5,046
-3
| -0.1% | -$187 | 0.33% | 17 |
|
|
2025
Q1 | $298K | Sell |
5,049
-2,752
| -35% | -$162K | 0.34% | 18 |
|
|
2024
Q4 | $386K | Buy |
+7,801
| New | +$386K | 0.39% | 18 |
|
|
2021
Q4 | $282K | Sell |
8,111
-552
| -6% | -$19.2K | 0.39% | 21 |
|
|
2021
Q3 | $289K | Sell |
8,663
-62
| -0.7% | -$2.07K | 0.45% | 15 |
|
|
2021
Q2 | $294K | Sell |
8,725
-984
| -10% | -$33.2K | 0.47% | 14 |
|
|
2021
Q1 | $316K | Sell |
9,709
-86,750
| -90% | -$2.82M | 0.54% | 14 |
|
|
2020
Q4 | $3.5M | Sell |
96,459
-5,242
| -5% | -$190K | 5.61% | 3 |
|
|
2020
Q3 | $3.66M | Sell |
101,701
-44,660
| -31% | -$1.61M | 5.23% | 6 |
|
|
2020
Q2 | $4.97M | Sell |
146,361
-3,344
| -2% | -$114K | 6.28% | 7 |
|
|
2020
Q1 | $4.51M | Buy |
+149,705
| New | +$4.51M | 6.05% | 5 |
|
|
2019
Q3 | – | Sell |
-2,615
| Closed | -$71K | – | 117 |
|
|
2019
Q2 | $71K | Buy |
2,615
+212
| +9% | +$5.76K | 0.06% | 73 |
|
|
2019
Q1 | $59K | Sell |
2,403
-1,250
| -34% | -$30.7K | 0.06% | 77 |
|
|
2018
Q4 | $90K | Buy |
+3,653
| New | +$90K | 0.11% | 70 |
|