Foundation Wealth Management (Pennsylvania)’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
$258K Hold
4,137
0.11% 79
2025
Q1
$244K Hold
4,137
0.12% 78
2024
Q4
$205K Buy
+4,137
New +$205K 0.1% 88