Avantax Planning Partners’s iShares Gold Trust IAU Stock Holding History

Avantax Planning Partners’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 Q3	$373K	Hold
2025 Q2	$320K	Buy
2018 Q4	–	Sell
2018 Q3	$52K	Buy
2018 Q2	–	Sell
2018 Q1	$77K	Buy
2017 Q4	–	Sell
2017 Q3	$269K	Buy
2017 Q2	$192K	Hold
2017 Q1	$193K	Buy
2016 Q4	$142K	Buy