EQ Wealth 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
$3.87M Sell
62,068
-9,584
-13% -$598K 2.64% 12
2025
Q1
$4.22M Sell
71,652
-2,156
-3% -$127K 3.37% 11
2024
Q4
$3.65M Buy
+73,808
New +$3.65M 3.51% 9