MorganRosel Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Buy |
299,558
+23,765
| +9% | +$784K | 2.69% | 5 |
|
|
2025
Q1 | $8.6M | Sell |
275,793
-45,152
| -14% | -$1.41M | 2.61% | 8 |
|
|
2024
Q4 | $8.4M | Sell |
320,945
-4,281
| -1% | -$112K | 2.76% | 7 |
|
|
2024
Q3 | $8.54M | Buy |
325,226
+5,873
| +2% | +$154K | 2.81% | 6 |
|
|
2024
Q2 | $7.41M | Buy |
319,353
+4,997
| +2% | +$116K | 2.62% | 9 |
|
|
2024
Q1 | $6.97M | Sell |
314,356
-17,115
| -5% | -$379K | 2.49% | 11 |
|
|
2023
Q4 | $6.83M | Buy |
331,471
+24,888
| +8% | +$513K | 2.64% | 9 |
|
|
2023
Q3 | $5.66M | Buy |
+306,583
| New | +$5.66M | 2.36% | 12 |
|