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Moss Adams Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Moss Adams Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,677
Closed -$335K – 259
2025
Q1 		$335K Hold
5,677
– – 0.04% 156
2024
Q4 		$281K Hold
5,677
– – 0.03% 155
2024
Q3 		$282K Buy
+5,677
New +$282K 0.03% 152