Genesis Private Wealth’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
$311K Sell
4,993
-364
-7% -$22.7K 0.15% 86
2025
Q1
$316K Sell
5,357
-266
-5% -$15.7K 0.17% 76
2024
Q4
$278K Buy
+5,623
New +$278K 0.15% 86