Genesis Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Genesis Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Hold
2025 Q1	$373K	Hold
2024 Q4	$313K	Buy
2015 Q2	$35.2K	Sell
2015 Q1	$48.5K	Hold
2014 Q4	$48.5K	Buy