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Helium Advisors’s iShares Gold Trust IAU Stock Holding History

Helium Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$620K Hold
9,940
– – 0.39% 47
2025
Q1 		$586K Buy
9,940
+955
+11% +$56.3K 0.43% 40
2024
Q4 		$445K Buy
+8,985
New +$445K 0.35% 54