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Ipsen Advisor Group’s iShares Gold Trust IAU Stock Holding History

Ipsen Advisor Group’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 		$2.59M Buy
41,870
+1,106
+3% +$68.4K 1.97% 12
2025
Q1 		$2.38M Buy
40,764
+771
+2% +$45.1K 2.05% 12
2024
Q4 		$1.98M Buy
+39,993
New +$1.98M 1.69% 13
2022
Q4 		$992K Buy
+28,668
New +$992K 1.14% 19