Moneta Group Investment Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $230K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $176K | Sell |
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|
2020
Q1 | $756K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Buy |
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