Wolff Wiese Magana’s iShares Gold Trust IAU Stock Holding History

Wolff Wiese Magana’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.66K	Hold	75	–	–	﹤0.01%	616
2026 Q1	$6.61K	Hold	75	–	–	﹤0.01%	543
2025 Q4	$6.09K	Hold	75	–	–	﹤0.01%	544
2025 Q3	$5.46K	Buy	+75	New	+$4.89K	﹤0.01%	572
2024 Q1	–	Sell	-29	Closed	-$1.13K	–	727
2023 Q4	$1.13K	Sell	29 -740	-96%	-$27.7K	﹤0.01%	544
2023 Q3	$26.9K	Sell	769 -606	-44%	-$22.1K	0.02%	243
2023 Q2	$50K	Buy	1,375 +29	+2%	+$1.09K	0.04%	192
2023 Q1	$50.3K	Buy	1,346 +930	+224%	+$33.4K	0.04%	187
2022 Q4	$14.4K	Hold	416	–	–	0.01%	301
2022 Q3	$13K	Hold	416	–	–	0.01%	462
2022 Q2	$14K	Sell	416 -14	-3%	-$498	0.01%	477
2022 Q1	$16K	Sell	430 -2,465	-85%	-$88.1K	0.01%	468
2021 Q4	$101K	Sell	2,895 -690	-19%	-$23.6K	0.07%	201
2021 Q3	$120K	Buy	3,585 +828	+30%	+$28.2K	0.08%	176
2021 Q2	$93K	Buy	2,757 +155	+6%	+$5.36K	0.07%	203
2021 Q1	$85K	Sell	2,602 -2,223	-46%	-$76K	0.07%	205
2020 Q4	$175K	Buy	+4,825	New	+$173K	0.15%	124

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return