One Advisory 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
$4.84M Sell
75,696
-1,791
-2% -$114K 1.62% 20
2025
Q1
$4.57M Buy
77,487
+43,021
+125% +$2.54M 1.95% 16
2024
Q4
$1.71M Buy
+34,466
New +$1.71M 0.76% 22