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Guidance Point Advisors’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Hold
4,622
0.07% 73
2025
Q1
$273K Hold
4,622
0.08% 73
2024
Q4
$229K Hold
4,622
0.06% 78
2024
Q3
$230K Hold
4,622
0.07% 77
2024
Q2
$203K Buy
+4,622
New +$203K 0.06% 78
2021
Q4
Sell
-3,312
Closed -$110K 220
2021
Q3
$110K Buy
+3,312
New +$110K 0.04% 111