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Beacon Financial Group’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.97M Buy
63,734
+426
+0.7% +$26.6K 0.41% 65
2025
Q1
$3.73M Buy
63,308
+33,135
+110% +$1.95M 0.41% 65
2024
Q4
$1.49M Buy
+30,173
New +$1.49M 0.16% 134