IWA
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Icon Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Icon Wealth 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 		$7.2M Sell
115,473
-40,352
-26% -$2.52M 0.51% 42
2025
Q1 		$9.19M Buy
155,825
+89,592
+135% +$5.28M 0.76% 29
2024
Q4 		$3.28M Buy
+66,233
New +$3.28M 0.27% 71