Evernest Financial 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
$209K Sell
3,348
-80
-2% -$4.99K 0.07% 162
2025
Q1
$202K Buy
+3,428
New +$202K 0.07% 146