Aptus Capital Advisors’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
$314K Buy
5,039
+57
+1% +$3.56K ﹤0.01% 799
2025
Q1
$294K Buy
4,982
+332
+7% +$19.6K ﹤0.01% 769
2024
Q4
$230K Buy
+4,650
New +$230K ﹤0.01% 846
2023
Q3
Sell
-127,735
Closed -$4.65M 914
2023
Q2
$4.65M Buy
+127,735
New +$4.65M 0.11% 136