Spectrum Wealth Counsel’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
Q1
$12.4M Buy
209,790
+186,436
+798% +$11M 1.48% 19
2024
Q4
$1.16M Buy
23,354
+21,186
+977% +$1.05M 0.14% 76
2024
Q3
$108K Hold
2,168
0.01% 144
2024
Q2
$95.2K Sell
2,168
-652
-23% -$28.6K 0.01% 162
2024
Q1
$118K Buy
2,820
+1,273
+82% +$53.5K 0.01% 157
2023
Q4
$60.4K Buy
+1,547
New +$60.4K 0.01% 189