Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Gold Trust IAU Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.06M Sell
33,064
-38,995
-54% -$2.43M 0.29% 45
2025
Q1 		$4.25M Buy
72,059
+20,499
+40% +$1.21M 0.65% 31
2024
Q4 		$2.55M Buy
+51,560
New +$2.55M 0.41% 39