Mount Yale Investment Advisors’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
$718K Buy
11,518
+595
+5% +$37.1K 0.06% 270
2025
Q1
$644K Buy
10,923
+4,693
+75% +$277K 0.06% 273
2024
Q4
$308K Buy
+6,230
New +$308K 0.02% 436