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

Avantra Family Wealth’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
4,276
+83
+2% +$5.18K 0.22% 111
2025
Q1 		$247K Buy
+4,193
New +$247K 0.24% 132