OneAscent Financial Services’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
$692K Sell
11,083
-6,715
-38% -$419K 0.05% 250
2025
Q1
$1.05M Buy
17,798
+7,348
+70% +$433K 0.07% 190
2024
Q4
$517K Buy
+10,450
New +$517K 0.04% 251