4Wealth Advisors’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
$489K Sell
7,846
-1,572
-17% -$98K 0.5% 69
2025
Q1
$555K Sell
9,418
-46
-0.5% -$2.71K 0.61% 56
2024
Q4
$469K Buy
+9,464
New +$469K 0.47% 73