Worth Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History

Worth Financial Advisory Group’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
2025 Q2	–	Sell
2025 Q1	$1.21M	Sell
2024 Q4	$1.03M	Sell
2024 Q3	$1.05M	Sell
2024 Q2	$950K	Sell
2024 Q1	$920K	Buy
2023 Q4	$846K	Buy
2023 Q3	$751K	Buy
2023 Q2	$740K	Sell
2023 Q1	$779K	Buy