Kiely Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$427K Hold
2024
Q3
$382K Hold
2024
Q2
$356K Buy
2024
Q1
$226K Buy
2023
Q4
$194K Buy