Avidian Wealth Enterprises’s iShares Gold Trust IAU Stock Holding History

Avidian Wealth Enterprises’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 Q3	$1.21M	Buy
2025 Q2	$958K	Buy
2025 Q1	$867K	Buy
2024 Q4	$637K	Buy
2024 Q3	$571K	Buy
2023 Q2	–	Sell
2023 Q1	$271K	Buy
2022 Q4	$241K	Buy
2022 Q3	$218K	Buy
2021 Q2	–	Sell
2021 Q1	$225K	Buy