One Wealth Capital Management’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
$1.28M Sell
20,530
-7,732
-27% -$482K 0.6% 32
2025
Q1
$1.67M Buy
28,262
+15,865
+128% +$935K 0.89% 24
2024
Q4
$614K Buy
+12,397
New +$614K 0.31% 50