MA
Mutual Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
72,997
-80,718
| -53% | -$5.08M | 0.11% | 183 |
|
|
2025
Q1 | $9.58M | Buy |
153,715
+12,359
| +9% | +$770K | 0.27% | 61 |
|
|
2024
Q4 | $7.24M | Buy |
141,356
+33,295
| +31% | +$1.71M | 0.21% | 91 |
|
|
2024
Q3 | $5.58M | Buy |
108,061
+67,285
| +165% | +$3.48M | 0.16% | 118 |
|
|
2024
Q2 | $1.84M | Buy |
40,776
+356
| +0.9% | +$16K | 0.06% | 293 |
|
|
2024
Q1 | $1.7M | Sell |
40,420
-8,840
| -18% | -$371K | 0.05% | 318 |
|
|
2023
Q4 | $1.92M | Buy |
49,260
+5,515
| +13% | +$215K | 0.07% | 286 |
|
|
2023
Q3 | $1.53M | Sell |
43,745
-5,622
| -11% | -$197K | 0.06% | 314 |
|
|
2023
Q2 | $1.8M | Buy |
49,367
+819
| +2% | +$29.8K | 0.07% | 276 |
|
|
2023
Q1 | $1.81M | Sell |
48,548
-16,903
| -26% | -$632K | 0.07% | 268 |
|
|
2022
Q4 | $2.26M | Buy |
65,451
+18,110
| +38% | +$626K | 0.1% | 204 |
|
|
2022
Q3 | $1.49M | Buy |
47,341
+11,896
| +34% | +$375K | 0.08% | 255 |
|
|
2022
Q2 | $1.22M | Sell |
35,445
-3,321
| -9% | -$114K | 0.08% | 286 |
|
|
2022
Q1 | $1.43M | Sell |
38,766
-1,076
| -3% | -$39.6K | 0.08% | 274 |
|
|
2021
Q4 | $1.39M | Sell |
39,842
-1,172
| -3% | -$40.8K | 0.07% | 300 |
|
|
2021
Q3 | $1.37M | Sell |
41,014
-333
| -0.8% | -$11.1K | 0.08% | 289 |
|
|
2021
Q2 | $1.39M | Sell |
41,347
-38,007
| -48% | -$1.28M | 0.08% | 287 |
|
|
2021
Q1 | $1.29M | Sell |
79,354
-288,289
| -78% | -$4.69M | 0.09% | 273 |
|
|
2020
Q4 | $6.67M | Sell |
367,643
-9,430
| -3% | -$171K | 0.5% | 36 |
|
|
2020
Q3 | $6.78M | Buy |
377,073
+252,289
| +202% | +$4.54M | 0.59% | 24 |
|
|
2020
Q2 | $2.12M | Buy |
124,784
+23,720
| +23% | +$403K | 0.21% | 119 |
|
|
2020
Q1 | $1.52M | Sell |
101,064
-20,884
| -17% | -$315K | 0.21% | 127 |
|
|
2019
Q4 | $1.77M | Sell |
121,948
-257,908
| -68% | -$3.74M | 0.19% | 135 |
|
|
2019
Q3 | $5.36M | Buy |
379,856
+260,169
| +217% | +$3.67M | 0.71% | 23 |
|
|
2019
Q2 | $1.62M | Buy |
119,687
+2,561
| +2% | +$34.6K | 0.21% | 111 |
|
|
2019
Q1 | $1.45M | Buy |
117,126
+24,596
| +27% | +$304K | 0.21% | 109 |
|
|
2018
Q4 | $1.14M | Buy |
92,530
+47,957
| +108% | +$589K | 0.22% | 114 |
|
|
2018
Q3 | $509K | Sell |
44,573
-5,032
| -10% | -$57.5K | 0.08% | 283 |
|
|
2018
Q2 | $596K | Buy |
49,605
+1,714
| +4% | +$20.6K | 0.14% | 215 |
|
|
2018
Q1 | $610K | Buy |
47,891
+11,331
| +31% | +$144K | 0.15% | 209 |
|
|
2017
Q4 | $457K | Buy |
+36,560
| New | +$457K | 0.17% | 166 |
|