Ballew Advisors’s iShares Gold Trust IAU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Hold	16,910	–	–	0.63%	38
2025 Q1	$1.03M	Hold	16,910	–	–	0.69%	32
2024 Q4	$850K	Hold	16,910	–	–	0.54%	44
2024 Q3	$833K	Sell	16,910 -13,725	-45%	-$676K	0.56%	42
2024 Q2	$1.4M	Sell	30,635 -94	-0.3%	-$4.3K	0.93%	26
2024 Q1	$1.35M	Hold	30,729	–	–	0.93%	29
2023 Q4	$1.18M	Hold	30,729	–	–	0.89%	30
2023 Q3	$1.06M	Sell	30,729 -1	-0%	-$35	0.87%	31
2023 Q2	$1.13M	Hold	30,730	–	–	0.81%	31
2023 Q1	$1.11M	Sell	30,730 -120	-0.4%	-$4.34K	0.81%	31
2022 Q4	$1.11M	Hold	30,850	–	–	0.85%	26
2022 Q3	$978K	Sell	30,850 -52	-0.2%	-$1.65K	0.88%	28
2022 Q2	$1M	Sell	30,902 -77	-0.2%	-$2.5K	0.92%	26
2022 Q1	$1.17M	Sell	30,979 -11	-0%	-$414	0.89%	24
2021 Q4	$1.07M	Hold	30,990	–	–	0.74%	32
2021 Q3	$1.04M	Sell	30,990 -80	-0.3%	-$2.67K	0.76%	36
2021 Q2	$1.07M	Sell	31,070 -93,312	-75%	-$3.21M	0.74%	35
2021 Q1	$2.05M	Buy	124,382 +62,112	+100%	+$1.02M	0.75%	35
2020 Q4	$1.1M	Hold	62,270	–	–	0.84%	28
2020 Q3	$1.14M	Sell	62,270 -73	-0.1%	-$1.33K	0.96%	26
2020 Q2	$1.07M	Sell	62,343 -172	-0.3%	-$2.95K	1.05%	22
2020 Q1	$942K	Hold	62,515	–	–	1.06%	23
2019 Q4	$926K	Sell	62,515 -74	-0.1%	-$1.1K	0.79%	27
2019 Q3	$902K	Sell	62,589 -154	-0.2%	-$2.22K	0.82%	25
2019 Q2	$850K	Hold	62,743	–	–	0.77%	32
2019 Q1	$769K	Hold	62,743	–	–	0.71%	34
2018 Q4	$790K	Sell	62,743 -784	-1%	-$9.87K	0.74%	32
2018 Q3	$751K	Hold	63,527	–	–	0.69%	34
2018 Q2	$764K	Sell	63,527 -1,851	-3%	-$22.3K	0.86%	28
2018 Q1	$832K	Sell	65,378 -91	-0.1%	-$1.16K	0.73%	33
2017 Q4	$819K	Buy	+65,469	New	+$819K	0.81%	34