Barnes Wealth Management Group’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	$957K	Sell	15,340 -372	-2%	-$23.2K	0.56%	48
2025 Q1	$926K	Buy	15,712 +555	+4%	+$32.7K	0.59%	45
2024 Q4	$750K	Buy	+15,157	New	+$750K	0.5%	50