Angeles 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
$811K Hold
13,000
0.06% 127
2025
Q1
$766K Sell
13,000
-113
-0.9% -$6.66K 0.06% 110
2024
Q4
$649K Buy
13,113
+113
+0.9% +$5.6K 0.05% 122
2024
Q3
$646K Buy
+13,000
New +$646K 0.06% 118