High Net Worth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2023
Q1
Sell
2022
Q4
$112K Hold
2022
Q3
$102K Hold
2022
Q2
$111K Hold
2022
Q1
$119K Hold
2021
Q4
$113K Buy