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Custom Portfolio Group’s iShares Gold Trust IAU Stock Holding History

Custom Portfolio Group’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.8M Sell
135,462
-3,787
-3% -$162K 4.57% 4
2024
Q1 		$5.7M Buy
139,249
+5,867
+4% +$240K 4.69% 4
2023
Q4 		$5.06M Buy
+133,382
New +$5.06M 4.5% 4