Certus Wealth Management’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
$1.32M Buy
21,091
+2,407
+13% +$150K 0.85% 28
2025
Q1
$1.14M Buy
18,684
+6,853
+58% +$418K 0.77% 30
2024
Q4
$649K Buy
+11,831
New +$649K 0.43% 38