Atria Wealth Solutions’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 Q2	$12.4M	Sell	199,582 -263,452	-57%	-$16.3M	0.28%	78
2025 Q1	$27.3M	Buy	463,034 +68,501	+17%	+$3.71M	0.33%	58
2024 Q4	$19.5M	Buy	394,533 +22,634	+6%	+$1.14M	0.21%	97
2024 Q3	$18.5M	Sell	371,899 -3,004	-0.8%	-$141K	0.2%	107
2024 Q2	$16.5M	Sell	374,903 -13,669	-4%	-$604K	0.18%	117
2024 Q1	$16.3M	Buy	388,572 +5,444	+1%	+$213K	0.18%	114
2023 Q4	$15M	Buy	383,128 +9,541	+3%	+$357K	0.19%	115
2023 Q3	$13.1M	Sell	373,587 -137,072	-27%	-$5M	0.18%	119
2023 Q2	$18.6M	Buy	510,659 +141,455	+38%	+$5.3M	0.25%	86
2023 Q1	$13.8M	Buy	369,204 +5,144	+1%	+$185K	0.2%	106
2022 Q4	$12.6M	Sell	364,060 -29,302	-7%	-$962K	0.2%	111
2022 Q3	$12.4M	Buy	393,362 +28,817	+8%	+$944K	0.21%	103
2022 Q2	$12.5M	Buy	364,545 +72,353	+25%	+$2.57M	0.25%	98
2022 Q1	$10.8M	Buy	+292,192	New	+$10.4M	0.18%	124