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Keystone Financial Services (Colorado)’s iShares Gold Trust IAU Stock Holding History

Keystone Financial Services (Colorado)’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 		$2.68M Sell
42,965
-15,578
-27% -$971K 0.91% 20
2025
Q1 		$3.45M Buy
+58,543
New +$3.45M 1.32% 17