Avantra Family Wealth’s iShares Gold Trust IAU Stock Holding History

Avantra Family Wealth’s Portfolio IAU Stock Details IAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$511K	Sell
2025 Q3	$460K	Buy
2025 Q2	$267K	Buy
2025 Q1	$247K	Buy