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Principia Wealth Advisory’s iShares Gold Trust IAU Stock Holding History

Principia Wealth Advisory’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.69M Sell
59,151
-3,711
-6% -$231K 3.12% 11
2025
Q1 		$3.67M Buy
62,862
+262
+0.4% +$15.3K 3.52% 10
2024
Q4 		$3.1M Buy
+62,600
New +$3.1M 2.91% 11