QWP
IAU icon

Quotient Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Quotient Wealth Partners’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 		$292K Sell
4,689
-2,296
-33% -$143K 0.01% 275
2025
Q1 		$412K Buy
6,985
+885
+15% +$52.2K 0.01% 206
2024
Q4 		$302K Buy
6,100
+1,416
+30% +$70.1K 0.01% 244
2024
Q3 		$233K Buy
+4,684
New +$233K 0.01% 289