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SWP Financial’s iShares Gold Trust IAU Stock Holding History

SWP Financial’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 Sell
21,699
-2,563
-11% -$160K 0.74% 33
2025
Q1 		$1.43M Buy
24,262
+11,080
+84% +$653K 0.87% 30
2024
Q4 		$653K Buy
+13,182
New +$653K 0.39% 38