Montag & Associates’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 | $62.4K | Hold |
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|
2025
Q1 | $59K | Hold |
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|
2024
Q4 | $49.5K | Hold |
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|
2024
Q3 | $49.7K | Sell |
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|
2024
Q2 | $60.8K | Buy |
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|
2024
Q1 | $42K | Hold |
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|
2023
Q4 | $39K | Hold |
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|
2023
Q3 | $35K | Hold |
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|
2023
Q2 | $36.4K | Hold |
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|
2023
Q1 | $37.4K | Hold |
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|
2022
Q4 | $34.6K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $36K | Buy |
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