SWA
IAU icon

Sax Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Sax 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 		$1.35M Buy
21,604
+436
+2% +$27.2K 0.08% 134
2025
Q1 		$1.25M Buy
+21,168
New +$1.25M 0.09% 122