Ehrlich Financial Group’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
$2.43M Buy
38,941
+1,160
+3% +$72.3K 1.57% 19
2025
Q1
$2.23M Buy
37,781
+18,119
+92% +$1.07M 1.62% 18
2024
Q4
$973K Buy
+19,662
New +$973K 0.69% 34