Embree 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
$349K Buy
5,589
+369
+7% +$23K 0.05% 157
2025
Q1
$308K Buy
+5,220
New +$308K 0.05% 160