Wingate 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
Q1
Sell
-200
Closed -$9.9K 237
2024
Q4
$9.9K Buy
+200
New +$9.9K 0.01% 339