Beacon Financial Advisory’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	$642K	Buy	10,288 +3,000	+41%	+$187K	0.17%	158
2025 Q1	$430K	Buy	7,288 +1,476	+25%	+$87K	0.13%	188
2024 Q4	$288K	Buy	5,812 +1,671	+40%	+$82.7K	0.09%	235
2024 Q3	$206K	Buy	+4,141	New	+$206K	0.07%	280