Alteri Wealth’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
$273K Hold
4,375
0.11% 211
2025
Q1
$258K Buy
4,375
+150
+4% +$8.84K 0.11% 206
2024
Q4
$209K Buy
+4,225
New +$209K 0.06% 234