Twin Peaks Wealth Advisors’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
Q2
$1.11M Sell
17,609
-3,854
-18% -$243K 0.36% 56
2025
Q1
$1.31M Buy
21,463
+11,111
+107% +$677K 0.6% 45
2024
Q4
$513K Buy
+10,352
New +$513K 0.22% 78