Sanchez Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
3,480
-624
-15% -$38.9K 0.05% 48
2025
Q1
$242K Sell
4,104
-504
-11% -$29.7K 0.07% 43
2024
Q4
$228K Buy
+4,608
New +$228K 0.06% 47