Moulton Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $4.73M | Sell |
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|
2024
Q4 | $4.05M | Sell |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $3.52M | Buy |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.8M | Hold |
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|
2022
Q1 | $5.8M | Buy |
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|
2021
Q4 | $4.84M | Sell |
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|
2021
Q3 | $6.65M | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.2M | Sell |
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|
2020
Q3 | $9.24M | Buy |
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|
2020
Q2 | $3.88M | Buy |
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|
2020
Q1 | $3.63M | Sell |
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|
2019
Q4 | $7.38M | Buy |
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