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Ascent Group’s iShares Gold Trust IAU Stock Holding History

Ascent Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.2M Sell
243,055
-13,317
-5% -$830K 0.59% 40
2025
Q1 		$15.1M Buy
256,372
+227,359
+784% +$13.4M 0.65% 28
2024
Q4 		$1.44M Buy
+29,013
New +$1.44M 0.11% 230