LWA
IAU icon

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

Lineweaver Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.78M Buy
92,692
+6,465
+7% +$403K 0.91% 28
2025
Q1 		$5.08M Buy
86,227
+42,718
+98% +$2.52M 0.87% 26
2024
Q4 		$2.15M Buy
+43,509
New +$2.15M 0.4% 52