West Wealth Group’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
$3.29M Buy
51,748
+2,418
+5% +$154K 0.82% 22
2025
Q1
$2.9M Buy
49,330
+32,093
+186% +$1.89M 0.86% 23
2024
Q4
$853K Buy
+17,237
New +$853K 0.25% 33