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Beacon Bridge Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Beacon Bridge Wealth Partners’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 		$2.63M Sell
42,252
-560
-1% -$34.9K 1.05% 33
2025
Q1 		$2.52M Sell
42,812
-3,535
-8% -$208K 1.08% 29
2024
Q4 		$2.29M Buy
+46,347
New +$2.29M 0.97% 30