Modern 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 | $10.4M | Sell |
167,212
-6,839
| -4% | -$426K | 0.26% | 93 |
|
|
2025
Q1 | $10.3M | Buy |
174,051
+22,021
| +14% | +$1.3M | 0.33% | 74 |
|
|
2024
Q4 | $7.53M | Buy |
152,030
+25,147
| +20% | +$1.25M | 0.28% | 81 |
|
|
2024
Q3 | $6.31M | Buy |
126,883
+921
| +0.7% | +$45.8K | 0.39% | 50 |
|
|
2024
Q2 | $5.53M | Buy |
125,962
+803
| +0.6% | +$35.3K | 0.41% | 43 |
|
|
2024
Q1 | $5.26M | Buy |
+125,159
| New | +$5.26M | 0.49% | 31 |
|