Opal Wealth 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
$88.4K Sell
1,418
-223
-14% -$13.9K 0.02% 290
2025
Q1
$96.8K Buy
+1,641
New +$96.8K 0.03% 277
2024
Q3
Sell
-782
Closed -$34.4K 639
2024
Q2
$34.4K Buy
+782
New +$34.4K 0.01% 402