Accredited 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
$1.09M Sell
17,535
-7,306
-29% -$456K 0.89% 24
2025
Q1
$1.46M Sell
24,841
-610
-2% -$36K 1.24% 18
2024
Q4
$1.26M Buy
+25,451
New +$1.26M 1.1% 22