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Copia Wealth Management’s iShares Gold Trust IAU Stock Holding History

Copia Wealth Management’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 		$412K Sell
6,608
-1,211
-15% -$75.5K 0.35% 58
2025
Q1 		$461K Buy
7,819
+69
+0.9% +$4.07K 0.43% 46
2024
Q4 		$384K Buy
+7,750
New +$384K 0.37% 55