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Diversify Advisory Services’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.52M Buy
103,288
+1,994
+2% +$126K 0.25% 66
2025
Q1
$6.35M Buy
101,294
+16,628
+20% +$1.04M 0.4% 43
2024
Q4
$4.3M Sell
84,666
-5,733
-6% -$291K 0.24% 60
2024
Q3
$4.69M Buy
90,399
+1,868
+2% +$97K 0.25% 76
2024
Q2
$3.95M Sell
88,531
-1,707
-2% -$76.2K 0.22% 84
2024
Q1
$3.83M Buy
+90,238
New +$3.83M 0.23% 93