Bright Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Bright Financial Advisors’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 Q2	$1.14M	Hold
2025 Q1	$1.08M	Hold
2024 Q4	$905K	Sell
2024 Q3	$930K	Sell
2024 Q2	$836K	Buy
2024 Q1	$833K	Buy