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Advocacy Wealth Management Services’s iShares Gold Trust IAU Stock Holding History

Advocacy Wealth Management Services’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.2M Buy
355,397
+51,708
+17% +$3.22M 1.36% 24
2025
Q1 		$17.9M Buy
303,689
+176,747
+139% +$10.4M 1.22% 23
2024
Q4 		$6.28M Buy
+126,942
New +$6.28M 0.48% 27