Mosaic Family Wealth Partners’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 | $898K | Buy |
14,407
+3,062
| +27% | +$191K | 0.11% | 90 |
|
|
2025
Q1 | $669K | Buy |
11,345
+173
| +2% | +$10.2K | 0.1% | 110 |
|
|
2024
Q4 | $553K | Sell |
11,172
-85
| -0.8% | -$4.21K | 0.08% | 115 |
|
|
2024
Q3 | $559K | Hold |
11,257
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $495K | Hold |
11,257
| – | – | 0.08% | 115 |
|
|
2024
Q1 | $473K | Hold |
11,257
| – | – | 0.08% | 120 |
|
|
2023
Q4 | $439K | Sell |
11,257
-49
| -0.4% | -$1.91K | 0.08% | 124 |
|
|
2023
Q3 | $396K | Sell |
11,306
-81
| -0.7% | -$2.83K | 0.08% | 114 |
|
|
2023
Q2 | $414K | Buy |
11,387
+5,246
| +85% | +$191K | 0.08% | 112 |
|
|
2023
Q1 | $229K | Buy |
+6,141
| New | +$229K | 0.05% | 165 |
|