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Holos Integrated Wealth’s iShares Gold Trust IAU Stock Holding History

Holos Integrated Wealth’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 		$174K Sell
2,723
-835
-23% -$53.5K 0.1% 66
2025
Q1 		$210K Hold
3,558
– – 0.14% 62
2024
Q4 		$176K Buy
+3,558
New +$176K 0.12% 59