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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.22M Sell
114,728
-971
-0.8% -$61.1K 3.66% 9
2025
Q1
$6.92M Buy
115,699
+75,148
+185% +$4.49M 4.06% 8
2024
Q4
$2.12M Buy
+40,551
New +$2.12M 1.17% 14