RFG Advisory’s iShares Gold Trust Micro IAUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7M Buy
476,293
+200,034
+72% +$6.6M 0.37% 41
2025
Q1
$8.61M Buy
276,259
+54,706
+25% +$1.71M 0.23% 70
2024
Q4
$5.8M Buy
221,553
+25,726
+13% +$673K 0.16% 101
2024
Q3
$5.14M Buy
195,827
+31,811
+19% +$835K 0.16% 117
2024
Q2
$3.81M Buy
164,016
+1,921
+1% +$44.6K 0.12% 139
2024
Q1
$3.59M Buy
+162,095
New +$3.59M 0.12% 133