Moulton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
20,052
-60,172
| -75% | -$3.78M | 0.95% | 27 |
|
|
2025
Q1 | $4.73M | Sell |
80,224
-1,477
| -2% | -$87.1K | 3.61% | 8 |
|
|
2024
Q4 | $4.05M | Sell |
81,701
-3,270
| -4% | -$162K | 3.11% | 8 |
|
|
2024
Q3 | $4.26M | Sell |
84,971
-4,274
| -5% | -$214K | 3.55% | 6 |
|
|
2024
Q2 | $4M | Sell |
89,245
-1,907
| -2% | -$85.5K | 3.63% | 7 |
|
|
2024
Q1 | $3.83M | Sell |
91,152
-642
| -0.7% | -$27K | 4.02% | 6 |
|
|
2023
Q4 | $3.52M | Buy |
91,794
+35,610
| +63% | +$1.37M | 4.53% | 6 |
|
|
2023
Q3 | $1.99M | Sell |
56,184
-14,489
| -21% | -$513K | 2.93% | 5 |
|
|
2023
Q2 | $2.57M | Buy |
+70,673
| New | +$2.57M | 4.55% | 4 |
|
|
2022
Q3 | – | Sell |
-158,777
| Closed | -$5.8M | – | 13 |
|
|
2022
Q2 | $5.8M | Hold |
158,777
| – | – | 6.04% | 5 |
|
|
2022
Q1 | $5.8M | Buy |
158,777
+18,665
| +13% | +$682K | 6.04% | 5 |
|
|
2021
Q4 | $4.84M | Sell |
140,112
-58,362
| -29% | -$2.01M | 3.54% | 10 |
|
|
2021
Q3 | $6.65M | Sell |
198,474
-137,402
| -41% | -$4.6M | 4.96% | 6 |
|
|
2021
Q2 | $11.3M | Buy |
+335,876
| New | +$11.3M | 8.27% | 2 |
|
|
2021
Q1 | – | Sell |
-233,183
| Closed | -$8.2M | – | 36 |
|
|
2020
Q4 | $8.2M | Sell |
233,183
-18,441
| -7% | -$648K | 6.6% | 4 |
|
|
2020
Q3 | $9.24M | Buy |
251,624
+137,314
| +120% | +$5.04M | 10.12% | 5 |
|
|
2020
Q2 | $3.88M | Buy |
114,310
+1,432
| +1% | +$48.6K | 4.89% | 8 |
|
|
2020
Q1 | $3.63M | Sell |
112,878
-136,153
| -55% | -$4.38M | 5.94% | 6 |
|
|
2019
Q4 | $7.38M | Buy |
+249,031
| New | +$7.38M | 6.1% | 5 |
|