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Herold Advisors’s iShares Gold Trust IAU Stock Holding History

Herold 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 		$286K Sell
4,589
-655
-12% -$40.8K 0.06% 247
2025
Q1 		$309K Buy
5,244
+973
+23% +$57.4K 0.07% 214
2024
Q4 		$211K Buy
+4,271
New +$211K 0.05% 262