Montis Financial’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 | $1.52M | Hold |
24,378
| – | – | 0.42% | 39 |
|
|
2025
Q1 | $1.44M | Sell |
24,378
-146
| -0.6% | -$8.61K | 0.42% | 41 |
|
|
2024
Q4 | $1.21M | Sell |
24,524
-481
| -2% | -$23.8K | 0.38% | 47 |
|
|
2024
Q3 | $1.24M | Sell |
25,005
-2,718
| -10% | -$135K | 0.44% | 37 |
|
|
2024
Q2 | $1.22M | Sell |
27,723
-4,156
| -13% | -$183K | 0.56% | 27 |
|
|
2024
Q1 | $1.34M | Buy |
31,879
+7,540
| +31% | +$317K | 0.64% | 22 |
|
|
2023
Q4 | $950K | Sell |
24,339
-171
| -0.7% | -$6.67K | 0.56% | 27 |
|
|
2023
Q3 | $858K | Hold |
24,510
| – | – | 0.57% | 24 |
|
|
2023
Q2 | $892K | Buy |
24,510
+69
| +0.3% | +$2.51K | 0.59% | 21 |
|
|
2023
Q1 | $913K | Hold |
24,441
| – | – | 0.71% | 21 |
|
|
2022
Q4 | $845K | Hold |
24,441
| – | – | 0.72% | 21 |
|
|
2022
Q3 | $771K | Buy |
24,441
+6,583
| +37% | +$208K | 0.74% | 21 |
|
|
2022
Q2 | $613K | Buy |
17,858
+8,217
| +85% | +$282K | 0.57% | 27 |
|
|
2022
Q1 | $355K | Buy |
+9,641
| New | +$355K | 0.28% | 39 |
|
|
2021
Q1 | – | Sell |
-7,804
| Closed | -$274K | – | 70 |
|
|
2020
Q4 | $274K | Buy |
+7,804
| New | +$274K | 0.27% | 51 |
|