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

Berger Financial Group’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 		$370K Buy
5,934
+1,103
+23% +$68.8K 0.02% 302
2025
Q1 		$285K Sell
4,831
-172
-3% -$10.1K 0.02% 339
2024
Q4 		$248K Buy
+5,003
New +$248K 0.02% 358