Mosley Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.86M Buy
35,725
+2,031
+6% +$106K 1.15% 21
2024
Q3
$1.73M Buy
33,694
+1,933
+6% +$99.3K 1.18% 19
2024
Q2
$1.4M Buy
31,761
+829
+3% +$36.4K 1.19% 19
2024
Q1
$1.3M Buy
30,932
+1,028
+3% +$43.2K 1.22% 18
2023
Q4
$1.17M Buy
+29,904
New +$1.17M 1.15% 19