AssuredPartners Investment 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
$7.36M Buy
118,041
+114,591
+3,321% +$7.15M 1.8% 14
2025
Q1
$203K Buy
+3,450
New +$203K 0.04% 311