IWA
IAU icon

Inspirion Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Inspirion Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$771K Hold
10,153
– – 0.09% 88
2026
Q1 		$895K Hold
10,153
– – 0.11% 77
2025
Q4 		$824K Hold
10,153
– – 0.1% 79
2025
Q3 		$505K Hold
10,153
– – 0.07% 96
2025
Q2 		$633K Hold
10,153
– – 0.08% 90
2025
Q1 		$599K Hold
10,153
– – 0.08% 86
2024
Q4 		$508K Hold
10,153
– – 0.07% 92
2024
Q3 		$505K Sell
10,153
-40
-0.4% -$1.87K 0.07% 96
2024
Q2 		$448K Hold
10,193
– – 0.07% 96
2024
Q1 		$428K Hold
10,193
– – 0.07% 97
2023
Q4 		$397K Buy
10,193
+40
+0.4% +$1.5K 0.07% 96
2023
Q3 		$355K Sell
10,153
-800
-7% -$29.2K 0.07% 96
2023
Q2 		$399K Buy
10,953
+1,893
+21% +$71K 0.08% 94
2023
Q1 		$339K Buy
9,060
+2,785
+44% +$99.9K 0.07% 95
2022
Q4 		$217K Buy
+6,275
New +$206K 0.05% 118
2022
Q3 		– Sell
-6,275
Closed -$215K – 122
2022
Q2 		$215K Buy
+6,275
New +$223K 0.05% 109

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return