Quattro Financial 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
$356K Buy
5,707
+1,625
+40% +$101K 0.13% 66
2025
Q1
$241K Buy
4,082
+183
+5% +$10.8K 0.08% 74
2024
Q4
$203K Buy
+3,899
New +$203K 0.05% 78