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Values First Advisors’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-811
Closed -$40.1K 206
2024
Q4
$40.1K Sell
811
-1,152
-59% -$57K 0.02% 200
2024
Q3
$97.6K Buy
+1,963
New +$97.6K 0.05% 184
2023
Q2
Sell
-2,045
Closed -$76.4K 248
2023
Q1
$76.4K Buy
+2,045
New +$76.4K 0.05% 175