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Shared Vision Wealth Group’s iShares Gold Trust IAU Stock Holding History

Shared Vision Wealth Group’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Sell
25,754
-4,667
-15% -$289K 0.8% 24
2025
Q1 		$1.79M Buy
30,421
+15,449
+103% +$911K 0.98% 21
2024
Q4 		$741K Buy
+14,972
New +$741K 0.39% 37