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

Sagespring Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.8M Buy
589,730
+29,200
+5% +$1.82M 0.79% 26
2025
Q1 		$33M Buy
560,530
+352,920
+170% +$20.8M 0.83% 24
2024
Q4 		$10.3M Buy
+207,610
New +$10.3M 0.27% 50