Montag & Associates’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 | $62.4K | Hold |
1,000
| – | – | ﹤0.01% | 537 |
|
|
2025
Q1 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $49.5K | Hold |
1,000
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $49.7K | Sell |
1,000
-383
| -28% | -$19K | ﹤0.01% | 616 |
|
|
2024
Q2 | $60.8K | Buy |
1,383
+383
| +38% | +$16.8K | ﹤0.01% | 555 |
|
|
2024
Q1 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 600 |
|
|
2023
Q2 | $36.4K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
|
2023
Q1 | $37.4K | Hold |
1,000
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $34.6K | Hold |
1,000
| – | – | ﹤0.01% | 601 |
|
|
2022
Q3 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 601 |
|
|
2022
Q2 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 617 |
|
|
2021
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 616 |
|
|
2021
Q2 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2020
Q4 | $36K | Buy |
+1,000
| New | +$36K | ﹤0.01% | 579 |
|