Elevated Capital Advisors’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
$215K Hold
3,650
0.06% 248
2025
Q1
$215K Buy
+3,650
New +$215K 0.06% 248
2023
Q2
Sell
-6,228
Closed -$233K 183
2023
Q1
$233K Buy
+6,228
New +$233K 0.08% 162