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

Octavia 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 		– Sell
-3,932
Closed -$232K – 236
2025
Q1 		$232K Buy
+3,932
New +$232K 0.03% 204