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JP Wealth Management’s iShares Gold Trust IAU Stock Holding History

JP Wealth Management’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 		– Sell
-130,376
Closed -$7.69M – 16
2025
Q1 		$7.69M Sell
130,376
-4,606
-3% -$272K 6.19% 7
2024
Q4 		$6.68M Buy
+134,982
New +$6.68M 4.91% 8