Alpha Cubed Investments’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$409K	Hold	5,035	–	–	0.01%	201
2025 Q3	$366K	Sell	5,035 -4,058	-45%	-$265K	0.01%	209
2025 Q2	$567K	Buy	9,093 +4,768	+110%	+$295K	0.02%	170
2025 Q1	$255K	Buy	4,325 +168	+4%	+$9.09K	0.01%	240
2024 Q4	$206K	Hold	4,157	–	–	0.01%	246
2024 Q3	$207K	Sell	4,157 -1,446	-26%	-$67.7K	0.01%	248
2024 Q2	$246K	Buy	+5,603	New	+$248K	0.01%	236
2022 Q3	–	Sell	-10,596	Closed	-$364K	–	292
2022 Q2	$364K	Buy	+10,596	New	+$377K	0.03%	199
2021 Q3	–	Sell	-81,248	Closed	-$2.74M	–	277
2021 Q2	$2.74M	Buy	+81,248	New	+$2.81M	0.2%	78
2014 Q1	–	Sell	-33,622	Closed	-$785K	–	184
2013 Q4	$785K	Buy	+33,622	New	+$830K	0.28%	115