Aprio Wealth Management’s iShares Gold Trust IAU Stock Holding History

Aprio Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Sell
2025 Q1	$887K	Buy
2024 Q4	$646K	Hold
2024 Q3	$649K	Sell
2024 Q2	$604K	Buy
2024 Q1	–	Sell
2023 Q4	$859K	Buy
2023 Q3	$573K	Buy
2023 Q2	$406K	Buy
2023 Q1	$201K	Buy