Insigneo Advisory Services’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
$2.3M Sell
36,920
-2,291
-6% -$143K 0.2% 100
2025
Q1
$2.31M Buy
39,211
+10,765
+38% +$635K 0.24% 88
2024
Q4
$1.41M Buy
28,446
+871
+3% +$43.1K 0.15% 131
2024
Q3
$1.37M Buy
27,575
+3,106
+13% +$154K 0.14% 141
2024
Q2
$1.11M Buy
+24,469
New +$1.11M 0.13% 159