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RFG - Bristol Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

RFG - Bristol Wealth Advisors’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 		$4.05M Sell
64,919
-61,223
-49% -$3.82M 1.26% 21
2025
Q1 		$7.44M Buy
126,142
+103,432
+455% +$6.1M 2.49% 9
2024
Q4 		$1.12M Buy
+22,710
New +$1.12M 0.37% 62