Balboa Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Balboa Wealth 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 Q2	–	Sell
2025 Q1	$260K	Buy
2024 Q4	–	Sell
2024 Q3	$377K	Buy
2024 Q2	$312K	Buy