Fiduciary Alliance’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
$290K Buy
4,649
+13
+0.3% +$811 0.02% 398
2025
Q1
$273K Buy
+4,636
New +$273K 0.03% 329
2023
Q3
Sell
-1,692
Closed -$61.6K 509
2023
Q2
$61.6K Buy
+1,692
New +$61.6K 0.01% 284
2023
Q1
Sell
-1,042
Closed -$36K 454
2022
Q4
$36K Buy
+1,042
New +$36K 0.01% 255