Carrera Capital Advisors’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
Sell
-4,163
Closed -$245K 159
2025
Q1
$245K Sell
4,163
-715
-15% -$42.2K 0.05% 138
2024
Q4
$242K Hold
4,878
0.06% 125
2024
Q3
$242K Sell
4,878
-283
-5% -$14.1K 0.06% 103
2024
Q2
$227K Buy
+5,161
New +$227K 0.07% 79