Lantz Financial’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
$831K Sell
13,319
-1,867
-12% -$116K 0.21% 112
2025
Q1
$895K Buy
15,186
+4,286
+39% +$253K 0.25% 100
2024
Q4
$540K Buy
+10,900
New +$540K 0.14% 134