Monograph Wealth 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 | $378K | Buy |
6,057
+825
| +16% | +$51.4K | 0.05% | 95 |
|
|
2025
Q1 | $308K | Hold |
5,232
| – | – | 0.04% | 91 |
|
|
2024
Q4 | $259K | Hold |
5,232
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $260K | Hold |
5,232
| – | – | 0.03% | 97 |
|
|
2024
Q2 | $230K | Hold |
5,232
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $220K | Buy |
+5,232
| New | +$220K | 0.03% | 145 |
|
|
2023
Q1 | – | Sell |
-8,500
| Closed | -$294K | – | 90 |
|
|
2022
Q4 | $294K | Buy |
+8,500
| New | +$294K | 0.08% | 70 |
|