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Independent Solutions Wealth Management’s iShares Gold Trust IAU Stock Holding History

Independent Solutions Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.28M Buy
68,691
+18,545
+37% +$1.16M 0.84% 35
2025
Q1 		$2.96M Sell
50,146
-2,773
-5% -$163K 0.66% 46
2024
Q4 		$2.62M Buy
52,919
+48,567
+1,116% +$2.4M 0.57% 52
2024
Q3 		$216K Buy
+4,352
New +$216K 0.05% 156