MONECO Advisors’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 | $2.36M | Buy |
37,852
+12,069
| +47% | +$753K | 0.22% | 105 |
|
|
2025
Q1 | $1.52M | Buy |
25,783
+11,752
| +84% | +$693K | 0.16% | 140 |
|
|
2024
Q4 | $695K | Buy |
14,031
+606
| +5% | +$30K | 0.07% | 227 |
|
|
2024
Q3 | $667K | Sell |
13,425
-6
| -0% | -$298 | 0.08% | 206 |
|
|
2024
Q2 | $590K | Sell |
13,431
-291
| -2% | -$12.8K | 0.09% | 213 |
|
|
2024
Q1 | $576K | Hold |
13,722
| – | – | 0.09% | 223 |
|
|
2023
Q4 | $536K | Sell |
13,722
-2,512
| -15% | -$98K | 0.1% | 207 |
|
|
2023
Q3 | $568K | Buy |
16,234
+73
| +0.5% | +$2.55K | 0.15% | 154 |
|
|
2023
Q2 | $588K | Sell |
16,161
-109
| -0.7% | -$3.97K | 0.16% | 152 |
|
|
2023
Q1 | $608K | Sell |
16,270
-1,280
| -7% | -$47.8K | 0.18% | 136 |
|
|
2022
Q4 | $607K | Sell |
17,550
-1,583
| -8% | -$54.8K | 0.22% | 114 |
|
|
2022
Q3 | $603K | Sell |
19,133
-13
| -0.1% | -$410 | 0.24% | 100 |
|
|
2022
Q2 | $657K | Sell |
19,146
-367
| -2% | -$12.6K | 0.26% | 92 |
|
|
2022
Q1 | $719K | Buy |
19,513
+4,369
| +29% | +$161K | 0.26% | 87 |
|
|
2021
Q4 | $520K | Buy |
15,144
+685
| +5% | +$23.5K | 0.2% | 126 |
|
|
2021
Q3 | $483K | Buy |
+14,459
| New | +$483K | 0.19% | 120 |
|