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BCU Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

BCU Wealth Advisors’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 		$255K Buy
4,094
+333
+9% +$20.8K 0.11% 51
2025
Q1 		$222K Sell
3,761
-2,089
-36% -$123K 0.12% 47
2024
Q4 		$290K Buy
+5,850
New +$290K 0.17% 43