Private Advisory Group’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
$319K Sell
5,112
-292
-5% -$18.2K 0.03% 172
2025
Q1
$319K Sell
5,404
-2,155
-29% -$127K 0.04% 159
2024
Q4
$374K Buy
+7,559
New +$374K 0.04% 157