Generation Capital Management’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
$2.64M Sell
42,268
-32,820
-44% -$2.05M 2.09% 16
2025
Q1
$4.43M Buy
75,088
+26,802
+56% +$1.58M 3.99% 6
2024
Q4
$2.39M Buy
+48,286
New +$2.39M 2.05% 15