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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.9M Buy
2025
Q2
$7.96M Buy
2025
Q1
$1.04M Sell
2024
Q4
$882K Buy
2024
Q3
$736K Buy
2024
Q2
$640K Buy
2024
Q1
$606K Sell
2023
Q4
$665K Buy
2023
Q3
$547K Sell
2023
Q2
$579K Buy
2023
Q1
$568K Sell
2022
Q4
$698K Sell
2022
Q3
$705K Sell
2022
Q2
$837K Buy
2022
Q1
$894K Sell
2021
Q4
$878K Buy