TruWealth Advisors’s iShares Gold Trust IAU Stock Holding History

TruWealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2M	Buy
2025 Q4	$19.2M	Buy
2025 Q3	$9.96M	Buy
2025 Q2	$7.67M	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Buy
2021 Q3	–	Sell
2021 Q2	$238K	Sell
2021 Q1	$252K	Sell
2020 Q4	$1.26M	Buy