Madison Wealth Partners’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
$269K Buy
4,313
+344
+9% +$21.5K 0.06% 135
2025
Q1
$234K Buy
+3,969
New +$234K 0.06% 137
2024
Q4
Sell
-5,593
Closed -$278K 156
2024
Q3
$278K Buy
+5,593
New +$278K 0.08% 119