Horst & Graben Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.47M Sell
55,709
-2,614
-4% -$163K 0.58% 35
2025
Q1
$3.44M Buy
58,323
+25,986
+80% +$1.53M 0.62% 32
2024
Q4
$1.6M Buy
+32,337
New +$1.6M 0.28% 51