Advyzon Investment 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
$1.23M Buy
19,709
+8,268
+72% +$516K 0.27% 77
2025
Q1
$675K Buy
11,441
+6,568
+135% +$387K 0.24% 81
2024
Q4
$241K Buy
+4,873
New +$241K 0.09% 197