Badgley Phelps Wealth Managers’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Hold	9,238	–	–	0.01%	205
2025 Q1	$545K	Hold	9,238	–	–	0.01%	209
2024 Q4	$457K	Buy	9,238 +4,632	+101%	+$229K	0.01%	217
2024 Q3	$229K	Buy	+4,606	New	+$229K	0.01%	275