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RCS Financial Planning’s iShares Gold Trust IAU Stock Holding History

RCS Financial Planning’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 		$592K Sell
9,489
-2,806
-23% -$175K 0.29% 52
2025
Q1 		$725K Buy
12,295
+6,921
+129% +$408K 0.38% 42
2024
Q4 		$266K Buy
+5,374
New +$266K 0.14% 68