Latitude Advisors’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
2026
Q1
Sell
2025
Q4
$1.82M Sell
2025
Q3
$1.7M Sell
2025
Q2
$1.52M Buy
2021
Q3
Sell
2021
Q2
$267K Sell
2021
Q1
$264K Buy
2020
Q4
$285K Buy