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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
+6,534
New +$407K 0.24% 93
2024
Q4
$261K Buy
+5,264
New +$261K 0.17% 109